+482.2%
KORU vs FDS
-17.4%
+499.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.5% | +17.0% | +10.5% |
| 7D | +13.0% | -1.9% | +14.9% | +11.3% |
| 30D | +27.3% | +9.0% | +18.3% | +38.3% |
| 3M | -55.3% | +18.9% | -74.1% | -41.6% |
| 6M | +11.6% | +35.1% | -23.5% | +53.6% |
| YTD | +158.5% | +5.5% | +153.0% | +233.9% |
| 1Y | +482.2% | -16.8% | +499.0% | +682.5% |
| All | +482.2% | -17.4% | +499.5% | +682.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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