+515.7%
KORU vs FGI
-5.3%
+521.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +7.5% | +5.9% | +13.1% |
| 7D | +13.0% | +0.5% | +12.5% | +13.0% |
| 30D | +27.3% | +65.4% | -38.1% | +21.1% |
| 3M | -55.3% | +23.5% | -78.8% | -57.0% |
| 6M | +11.6% | +60.5% | -48.9% | +2.5% |
| YTD | +158.5% | +30.0% | +128.5% | +140.2% |
| 1Y | +482.2% | +82.1% | +400.1% | +413.2% |
| All | +515.7% | -5.3% | +521.0% | +494.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling