+31.4%
KORU vs GRMN
+1,114.0%
-1,082.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.0% |
| 7D | +24.3% | +0.2% | +24.1% | +24.1% |
| 30D | +37.3% | -11.3% | +48.7% | +55.4% |
| 3M | -32.8% | +17.7% | -50.5% | -46.4% |
| 6M | +36.9% | +14.2% | +22.7% | +17.9% |
| YTD | +162.6% | +37.0% | +125.6% | +91.0% |
| 1Y | +467.0% | +17.0% | +450.0% | +375.6% |
| 3Y | +522.4% | +183.2% | +339.2% | +86.2% |
| 5Y | +57.9% | +77.3% | -19.4% | -20.4% |
| 10Y | +70.8% | +630.9% | -560.1% | -70.8% |
| All | +31.4% | +1,114.0% | -1,082.7% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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