+375.7%
KORU vs GE
+14.7%
+361.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.1% | +9.2% |
| 7D | -1.7% | -4.0% | +2.3% | +4.9% |
| 30D | +13.5% | -11.4% | +24.9% | +34.6% |
| 3M | -45.2% | -2.6% | -42.6% | -44.0% |
| 6M | +17.1% | -0.3% | +17.5% | +16.4% |
| YTD | +154.1% | +5.4% | +148.8% | +152.3% |
| 1Y | +375.7% | +15.5% | +360.1% | +353.7% |
| All | +375.7% | +14.7% | +361.0% | +353.7% |
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