+482.2%
KORU vs GEN
+5.4%
+476.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.2% | +15.6% | +13.7% |
| 7D | +13.0% | -1.2% | +14.2% | +13.2% |
| 30D | +27.3% | +10.1% | +17.1% | +25.3% |
| 3M | -55.3% | +16.1% | -71.4% | -56.1% |
| 6M | +11.6% | +38.9% | -27.3% | -8.1% |
| YTD | +158.5% | +14.4% | +144.1% | +105.3% |
| 1Y | +482.2% | +5.9% | +476.3% | +329.6% |
| All | +482.2% | +5.4% | +476.7% | +329.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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