+375.7%
KORU vs FHN
+10.7%
+364.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.2% | +10.1% | +9.7% |
| 7D | -1.7% | -1.9% | +0.2% | -0.6% |
| 30D | +13.5% | -5.4% | +19.0% | +17.7% |
| 3M | -45.2% | -1.4% | -43.8% | -45.4% |
| 6M | +17.1% | +9.9% | +7.3% | +8.3% |
| YTD | +154.1% | +3.9% | +150.3% | +143.0% |
| 1Y | +375.7% | +10.6% | +365.1% | +378.8% |
| All | +375.7% | +10.7% | +364.9% | +378.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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