+70.8%
KORU vs FICO
+607.5%
-536.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | +24.3% | -15.4% | +39.7% | +34.6% |
| 30D | +37.3% | -10.4% | +47.7% | +42.3% |
| 3M | -32.8% | -22.7% | -10.1% | -32.1% |
| 6M | +36.9% | -36.8% | +73.7% | +56.3% |
| YTD | +162.6% | -44.8% | +207.4% | +223.4% |
| 1Y | +467.0% | -39.3% | +506.4% | +513.3% |
| 3Y | +522.4% | +3.7% | +518.6% | +252.7% |
| 5Y | +57.9% | +101.7% | -43.9% | -57.0% |
| 10Y | +70.8% | +602.8% | -532.0% | -86.8% |
| All | +70.8% | +607.5% | -536.8% | -86.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FICO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling