+22.5%
KORU vs GIS
-17.8%
+40.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.2% | -10.5% | +3.8% |
| 7D | -24.3% | +8.5% | -32.8% | -11.5% |
| 30D | -54.2% | +15.3% | -69.5% | -38.2% |
| 3M | -45.4% | +0.9% | -46.4% | -40.1% |
| 6M | -66.5% | +7.9% | -74.4% | -52.5% |
| YTD | +14.9% | -17.6% | +32.5% | +43.9% |
| 1Y | +22.5% | -17.4% | +39.9% | +56.5% |
| All | +22.5% | -17.8% | +40.3% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 1y: compounded portfolio wealth divided by compounded GIS 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…
1y analysis · Full analysis span regression · 6 months rolling