+67.9%
KORU vs GEN
+157.3%
-89.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.7% | -13.2% | -12.9% |
| 7D | +2.3% | -4.3% | +6.7% | +4.4% |
| 30D | +20.0% | +3.8% | +16.2% | +17.2% |
| 3M | -32.7% | +22.3% | -55.0% | -42.1% |
| 6M | +13.3% | +39.0% | -25.6% | -7.8% |
| YTD | +133.2% | +11.9% | +121.3% | +110.6% |
| 1Y | +357.3% | +4.5% | +352.8% | +326.8% |
| 3Y | +452.7% | +59.0% | +393.7% | +313.6% |
| 5Y | +47.2% | +22.0% | +25.2% | +23.0% |
| All | +67.9% | +157.3% | -89.5% | -15.4% |
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