+502.1%
KORU vs GEN
+57.6%
+444.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +20.1% | -2.9% | +23.0% | +21.6% |
| 30D | +47.5% | +2.1% | +45.4% | +45.3% |
| 3M | -30.1% | +19.7% | -49.8% | -39.4% |
| 6M | +20.1% | +33.3% | -13.1% | -2.8% |
| YTD | +166.6% | +11.1% | +155.5% | +137.9% |
| 1Y | +458.9% | +3.0% | +455.9% | +422.9% |
| All | +502.1% | +57.6% | +444.5% | +351.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling