+47.2%
KORU vs GSK
+47.2%
0.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.0% | -11.5% | -12.1% |
| 7D | +2.3% | -5.4% | +7.7% | +4.6% |
| 30D | +20.0% | -4.6% | +24.6% | +21.8% |
| 3M | -32.7% | -5.1% | -27.6% | -33.1% |
| 6M | +13.3% | -11.4% | +24.8% | +17.2% |
| YTD | +133.2% | +0.7% | +132.5% | +124.2% |
| 1Y | +357.3% | +23.0% | +334.2% | +287.9% |
| 3Y | +452.7% | +48.0% | +404.7% | +302.9% |
| 5Y | +47.2% | +48.2% | -1.0% | -3.7% |
| All | +47.2% | +47.2% | 0.0% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling