+67.7%
KORU vs GEN
+20.0%
+47.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +20.1% | -2.9% | +23.0% | +21.8% |
| 30D | +47.5% | +2.1% | +45.4% | +45.0% |
| 3M | -30.1% | +19.7% | -49.8% | -40.2% |
| 6M | +20.1% | +33.3% | -13.1% | -3.3% |
| YTD | +166.6% | +11.1% | +155.5% | +137.2% |
| 1Y | +458.9% | +3.0% | +455.9% | +420.4% |
| 3Y | +531.8% | +57.9% | +473.9% | +345.4% |
| 5Y | +67.7% | +20.6% | +47.1% | +32.4% |
| All | +67.7% | +20.0% | +47.7% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling