+56.9%
KORU vs RGEN
-44.2%
+101.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -52.4% |
| 6M | +17.1% | +38.5% | -21.4% | -2.4% |
| YTD | +154.1% | +0.8% | +153.3% | +152.1% |
| 1Y | +375.7% | +38.2% | +337.5% | +298.4% |
| 3Y | +474.0% | +1.3% | +472.7% | +428.1% |
| All | +56.9% | -44.2% | +101.1% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling