-36.9%
KORU vs GEN
+33.3%
-70.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.4% | -7.8% | -6.4% |
| 7D | +11.1% | +2.0% | +9.1% | +10.3% |
| 30D | -40.6% | +27.7% | -68.3% | -47.6% |
| 3M | -63.9% | +3.3% | -67.2% | -65.3% |
| 6M | -82.8% | +31.8% | -114.6% | -86.4% |
| YTD | -15.4% | +13.5% | -28.9% | -26.7% |
| 1Y | -3.3% | +16.0% | -19.3% | -17.7% |
| 3Y | +136.2% | +70.6% | +65.6% | +57.7% |
| All | -36.9% | +33.3% | -70.2% | -56.8% |
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