+375.7%
KORU vs GEHC
-15.7%
+391.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.5% | +9.5% | +9.2% |
| 7D | -1.7% | -7.2% | +5.5% | +1.1% |
| 30D | +13.5% | -11.6% | +25.1% | +18.8% |
| 3M | -45.2% | -0.8% | -44.4% | -49.4% |
| 6M | +17.1% | -11.9% | +29.0% | +30.9% |
| YTD | +154.1% | -21.9% | +176.1% | +224.3% |
| 1Y | +375.7% | -17.8% | +393.5% | +466.2% |
| All | +375.7% | -15.7% | +391.3% | +466.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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