+22.5%
KORU vs GSK
+14.9%
+7.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.0% | -10.3% | -2.2% |
| 7D | -24.3% | +4.9% | -29.3% | -21.7% |
| 30D | -54.2% | +9.9% | -64.1% | -51.7% |
| 3M | -45.4% | +0.2% | -45.6% | -43.2% |
| 6M | -66.5% | +2.3% | -68.8% | -66.2% |
| YTD | +14.9% | +7.1% | +7.8% | +19.0% |
| 1Y | +22.5% | +13.1% | +9.4% | +17.7% |
| All | +22.5% | +14.9% | +7.6% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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