+474.0%
KORU vs GAP
+109.5%
+364.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.9% | +6.1% | +8.1% |
| 7D | -1.7% | -4.1% | +2.4% | -0.4% |
| 30D | +13.5% | +6.2% | +7.3% | +10.7% |
| 3M | -45.2% | -0.7% | -44.5% | -45.9% |
| 6M | +17.1% | -7.1% | +24.3% | +18.5% |
| YTD | +154.1% | -14.1% | +168.2% | +163.3% |
| 1Y | +375.7% | -8.5% | +384.2% | +380.6% |
| 3Y | +474.0% | +115.4% | +358.7% | +403.7% |
| All | +474.0% | +109.5% | +364.6% | +403.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded GAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling