+29.3%
KORU vs GEN
+257.7%
-228.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.2% | +15.6% | +14.6% |
| 7D | +13.0% | -1.2% | +14.2% | +13.7% |
| 30D | +27.3% | +10.1% | +17.1% | +20.4% |
| 3M | -55.3% | +16.1% | -71.4% | -60.3% |
| 6M | +11.6% | +38.9% | -27.3% | -9.5% |
| YTD | +158.5% | +14.4% | +144.1% | +130.6% |
| 1Y | +482.2% | +5.9% | +476.3% | +439.5% |
| 3Y | +471.9% | +58.8% | +413.1% | +325.4% |
| 5Y | +41.1% | +24.7% | +16.5% | +16.7% |
| 10Y | +80.2% | +163.1% | -82.9% | -9.7% |
| All | +29.3% | +257.7% | -228.4% | -45.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling