+22.5%
KORU vs GE
+8.3%
+14.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.7% | -8.0% | -9.6% |
| 7D | -24.3% | +9.4% | -33.7% | -35.1% |
| 30D | -54.2% | +7.5% | -61.8% | -59.8% |
| 3M | -45.4% | -12.5% | -32.9% | -33.3% |
| 6M | -66.5% | +17.8% | -84.2% | -74.8% |
| YTD | +14.9% | +7.4% | +7.5% | +11.4% |
| 1Y | +22.5% | +8.9% | +13.7% | +25.9% |
| All | +22.5% | +8.3% | +14.2% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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