-8.2%
KORU vs FGI
+45.3%
-53.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.9% | +9.4% | +11.2% |
| 7D | -25.8% | -1.4% | -24.5% | -25.8% |
| 30D | -56.9% | -3.2% | -53.7% | -56.9% |
| 3M | -55.7% | +64.1% | -119.8% | -57.7% |
| 6M | -83.7% | +17.2% | -100.9% | -84.4% |
| YTD | -15.3% | +31.6% | -46.9% | -22.2% |
| All | -8.2% | +45.3% | -53.5% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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