+82.9%
KORU vs RGEN
+415.7%
-332.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +8.8% |
| 7D | -1.7% | -1.4% | -0.3% | -0.9% |
| 30D | +13.5% | -0.3% | +13.8% | +14.4% |
| 3M | -45.2% | +23.9% | -69.1% | -52.1% |
| 6M | +17.1% | +38.5% | -21.4% | -1.6% |
| YTD | +154.1% | +0.8% | +153.3% | +153.4% |
| 1Y | +375.7% | +38.2% | +337.5% | +301.3% |
| 3Y | +474.0% | +1.3% | +472.7% | +426.5% |
| 5Y | +60.4% | -44.0% | +104.4% | +87.1% |
| All | +82.9% | +415.7% | -332.8% | -12.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling