+39.7%
KORU vs FCUV
-95.9%
+135.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.5% | -13.0% | -12.5% |
| 7D | +2.3% | -72.0% | +74.3% | +2.5% |
| 30D | +20.0% | -8.0% | +28.0% | +19.9% |
| 3M | -32.7% | +66.3% | -99.0% | -33.6% |
| 6M | +13.3% | -75.3% | +88.6% | +13.4% |
| YTD | +133.2% | -83.0% | +216.2% | +134.0% |
| 1Y | +357.3% | -94.7% | +451.9% | +362.7% |
| 3Y | +452.7% | -99.3% | +551.9% | +458.3% |
| 5Y | +47.2% | -99.9% | +147.1% | +49.6% |
| 10Y | +67.6% | -98.6% | +166.2% | +67.2% |
| All | +39.7% | -95.9% | +135.5% | +36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling