+29.3%
KORU vs GE
+279.0%
-249.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.1% | +12.3% | +12.4% |
| 7D | +13.0% | -1.6% | +14.6% | +14.9% |
| 30D | +27.3% | -11.6% | +38.8% | +41.1% |
| 3M | -55.3% | +3.0% | -58.3% | -56.2% |
| 6M | +11.6% | -0.5% | +12.1% | +18.1% |
| YTD | +158.5% | +9.7% | +148.8% | +153.8% |
| 1Y | +482.2% | +20.0% | +462.1% | +428.3% |
| 3Y | +471.9% | +275.8% | +196.1% | +87.9% |
| 5Y | +41.1% | +429.1% | -387.9% | -65.0% |
| 10Y | +80.2% | +151.2% | -71.0% | -8.2% |
| All | +29.3% | +279.0% | -249.7% | -56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling