+426.7%
KORU vs GAP
+103.6%
+323.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.1% | -10.4% | -11.9% |
| 7D | +2.3% | -6.3% | +8.6% | +4.4% |
| 30D | +20.0% | -0.2% | +20.2% | +19.1% |
| 3M | -32.7% | 0.0% | -32.7% | -33.7% |
| 6M | +13.3% | -8.1% | +21.4% | +15.0% |
| YTD | +133.2% | -16.5% | +149.7% | +143.6% |
| 1Y | +357.3% | -10.5% | +367.7% | +364.9% |
| All | +426.7% | +103.6% | +323.1% | +366.1% |
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