-20.7%
KORU vs GEN
+152.9%
-173.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.4% | -7.8% | -6.5% |
| 7D | +11.1% | +2.0% | +9.1% | +10.2% |
| 30D | -40.6% | +27.7% | -68.3% | -48.0% |
| 3M | -63.9% | +3.3% | -67.2% | -65.7% |
| 6M | -82.8% | +31.8% | -114.6% | -86.2% |
| YTD | -15.4% | +13.5% | -28.9% | -26.4% |
| 1Y | -3.3% | +16.0% | -19.3% | -17.0% |
| 3Y | +136.2% | +70.6% | +65.6% | +66.0% |
| 5Y | -36.7% | +32.1% | -68.8% | -50.6% |
| All | -20.7% | +152.9% | -173.6% | -62.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling