+22.5%
KORU vs GM
+37.1%
-14.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.6% | -9.9% | -10.7% |
| 7D | -24.3% | +12.1% | -36.4% | -35.7% |
| 30D | -54.2% | +15.2% | -69.4% | -63.0% |
| 3M | -45.4% | +4.9% | -50.3% | -50.5% |
| 6M | -66.5% | +22.6% | -89.1% | -76.6% |
| YTD | +14.9% | +14.4% | +0.5% | -16.3% |
| 1Y | +22.5% | +39.4% | -16.9% | -21.3% |
| All | +22.5% | +37.1% | -14.6% | -21.3% |
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