+482.2%
KORU vs RGEN
+45.2%
+437.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.6% | +14.3% |
| 7D | +13.0% | -4.9% | +17.9% | +17.5% |
| 30D | +27.3% | +5.7% | +21.6% | +23.4% |
| 3M | -55.3% | +32.4% | -87.7% | -64.2% |
| 6M | +11.6% | +33.2% | -21.6% | -13.1% |
| YTD | +158.5% | +2.3% | +156.3% | +135.6% |
| 1Y | +482.2% | +39.0% | +443.2% | +375.8% |
| All | +482.2% | +45.2% | +437.0% | +375.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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