+16.6%
KORU vs GNRC
+482.3%
-465.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.6% | -9.9% | -10.7% |
| 7D | +2.3% | -0.7% | +3.1% | +3.2% |
| 30D | +20.0% | -15.8% | +35.9% | +36.6% |
| 3M | -32.7% | -24.0% | -8.7% | -10.2% |
| 6M | +13.3% | -13.8% | +27.1% | +45.3% |
| YTD | +133.2% | +33.2% | +100.0% | +131.3% |
| 1Y | +357.3% | -1.8% | +359.1% | +438.3% |
| 3Y | +452.7% | +57.7% | +394.9% | +375.3% |
| 5Y | +47.2% | -59.7% | +106.9% | +160.0% |
| 10Y | +67.6% | +430.7% | -363.2% | -37.9% |
| All | +16.6% | +482.3% | -465.7% | -61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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