+502.1%
KORU vs RGEN
+2.1%
+500.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.1% | +3.6% | +2.6% |
| 7D | +20.1% | -4.6% | +24.7% | +23.0% |
| 30D | +47.5% | +1.2% | +46.3% | +47.5% |
| 3M | -30.1% | +26.8% | -56.9% | -39.5% |
| 6M | +20.1% | +29.1% | -8.9% | +4.4% |
| YTD | +166.6% | +0.7% | +165.9% | +161.4% |
| 1Y | +458.9% | +39.1% | +419.9% | +372.5% |
| All | +502.1% | +2.1% | +500.0% | +572.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling