+82.9%
KORU vs GE
+151.5%
-68.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.1% | +9.1% |
| 7D | -1.7% | -4.0% | +2.3% | +1.8% |
| 30D | +13.5% | -11.4% | +24.9% | +24.8% |
| 3M | -45.2% | -2.6% | -42.6% | -43.9% |
| 6M | +17.1% | -0.3% | +17.5% | +23.1% |
| YTD | +154.1% | +5.4% | +148.8% | +159.0% |
| 1Y | +375.7% | +15.5% | +360.1% | +349.5% |
| 3Y | +474.0% | +260.8% | +213.2% | +111.0% |
| 5Y | +60.4% | +421.6% | -361.2% | -55.6% |
| All | +82.9% | +151.5% | -68.6% | -42.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling