+67.7%
KORU vs FDX
+63.0%
+4.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.9% |
| 7D | +20.1% | -2.3% | +22.4% | +22.4% |
| 30D | +47.5% | -4.9% | +52.4% | +53.5% |
| 3M | -30.1% | -6.5% | -23.6% | -24.1% |
| 6M | +20.1% | +6.7% | +13.5% | +17.3% |
| YTD | +166.6% | +33.9% | +132.7% | +120.7% |
| 1Y | +458.9% | +72.2% | +386.8% | +278.6% |
| 3Y | +531.8% | +60.2% | +471.5% | +324.1% |
| 5Y | +67.7% | +62.9% | +4.7% | -0.8% |
| All | +67.7% | +63.0% | +4.7% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling