+68.3%
KORU vs FHN
+86.3%
-18.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.7% |
| 7D | +20.1% | 0.0% | +20.1% | +20.1% |
| 30D | +47.5% | -2.6% | +50.0% | +49.2% |
| 3M | -30.1% | 0.0% | -30.1% | -30.4% |
| 6M | +20.1% | +9.2% | +10.9% | +16.0% |
| YTD | +166.6% | +4.3% | +162.2% | +163.5% |
| 1Y | +458.9% | +10.8% | +448.2% | +436.6% |
| 3Y | +531.8% | +130.7% | +401.0% | +381.6% |
| All | +68.3% | +86.3% | -18.0% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling