+22.5%
KORU vs FCUV
-98.1%
+120.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -7.5% | +2.2% | -5.4% |
| 7D | -24.3% | -8.6% | -15.7% | -24.5% |
| 30D | -54.2% | -25.9% | -28.3% | -54.5% |
| 3M | -45.4% | -69.8% | +24.4% | -45.9% |
| 6M | -66.5% | -31.6% | -34.8% | -59.1% |
| YTD | +14.9% | -90.1% | +105.0% | +49.4% |
| 1Y | +22.5% | -98.0% | +120.5% | +64.2% |
| All | +22.5% | -98.1% | +120.6% | +64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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