+482.2%
KORU vs FDX
+80.8%
+401.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.6% | +14.0% | +14.3% |
| 7D | +13.0% | -2.5% | +15.5% | +17.2% |
| 30D | +27.3% | +3.8% | +23.5% | +17.9% |
| 3M | -55.3% | -1.3% | -54.0% | -53.5% |
| 6M | +11.6% | +5.0% | +6.6% | +2.9% |
| YTD | +158.5% | +39.6% | +118.9% | +94.9% |
| 1Y | +482.2% | +81.1% | +401.0% | +275.6% |
| All | +482.2% | +80.8% | +401.4% | +275.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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