+27.1%
KORU vs GFI
+690.1%
-662.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.3% | +10.2% | +9.3% |
| 7D | -1.7% | -4.9% | +3.1% | -0.2% |
| 30D | +13.5% | +10.7% | +2.8% | +10.6% |
| 3M | -45.2% | +25.6% | -70.8% | -48.3% |
| 6M | +17.1% | -8.3% | +25.4% | +23.9% |
| YTD | +154.1% | +6.3% | +147.8% | +163.3% |
| 1Y | +375.7% | +22.1% | +353.6% | +375.9% |
| 3Y | +474.0% | +289.2% | +184.8% | +340.5% |
| 5Y | +60.4% | +531.7% | -471.2% | +11.1% |
| 10Y | +82.6% | +1,043.8% | -961.2% | +10.7% |
| All | +27.1% | +690.1% | -662.9% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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