+474.0%
KORU vs GIS
-37.5%
+511.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +8.7% |
| 7D | -1.7% | -6.4% | +4.7% | -7.1% |
| 30D | +13.5% | -6.1% | +19.6% | +8.2% |
| 3M | -45.2% | +7.8% | -53.0% | -39.9% |
| 6M | +17.1% | -8.8% | +25.9% | +26.3% |
| YTD | +154.1% | -19.1% | +173.3% | +167.8% |
| 1Y | +375.7% | -24.8% | +400.4% | +398.4% |
| 3Y | +474.0% | -37.6% | +511.6% | +504.0% |
| All | +474.0% | -37.5% | +511.5% | +504.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling