+31.4%
KORU vs FCEL
-99.5%
+130.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +18.8% | -17.2% | -1.5% |
| 7D | +24.3% | +4.0% | +20.3% | +22.8% |
| 30D | +37.3% | -13.1% | +50.4% | +39.5% |
| 3M | -32.8% | +14.6% | -47.4% | -33.1% |
| 6M | +36.9% | +133.7% | -96.8% | +22.4% |
| YTD | +162.6% | +143.0% | +19.7% | +134.3% |
| 1Y | +467.0% | +320.9% | +146.2% | +361.6% |
| 3Y | +522.4% | -58.9% | +581.2% | +523.0% |
| 5Y | +57.9% | -89.7% | +147.5% | +78.5% |
| 10Y | +70.8% | -99.1% | +169.8% | +126.6% |
| All | +31.4% | -99.5% | +130.9% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCEL.
Daily Out/Under-Performance
Portfolio return minus FCEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCEL 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 all: compounded portfolio wealth divided by compounded FCEL 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…
all analysis · Full analysis span regression · 6 months rolling