+22.5%
KORU vs GD
+9.0%
+13.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.6% | -2.7% | -5.9% |
| 7D | -24.3% | +3.0% | -27.3% | -23.6% |
| 30D | -54.2% | +10.5% | -64.7% | -53.2% |
| 3M | -45.4% | -5.0% | -40.5% | -44.2% |
| 6M | -66.5% | +5.5% | -71.9% | -67.1% |
| YTD | +14.9% | +10.3% | +4.6% | +7.6% |
| 1Y | +22.5% | +8.2% | +14.4% | +16.7% |
| All | +22.5% | +9.0% | +13.5% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1y: compounded portfolio wealth divided by compounded GD 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…
1y analysis · Full analysis span regression · 6 months rolling