+482.2%
KORU vs GM
+53.0%
+429.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +12.6% |
| 7D | +13.0% | +1.9% | +11.1% | +10.8% |
| 30D | +27.3% | -1.4% | +28.6% | +28.9% |
| 3M | -55.3% | +5.9% | -61.2% | -58.1% |
| 6M | +11.6% | +12.4% | -0.8% | -2.1% |
| YTD | +158.5% | +8.6% | +149.9% | +126.0% |
| 1Y | +482.2% | +52.6% | +429.5% | +482.2% |
| All | +482.2% | +53.0% | +429.1% | +482.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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