+22.5%
KORU vs FIS
-50.5%
+73.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -23.7% | +18.4% | -21.7% |
| 7D | -24.3% | -18.4% | -5.9% | -31.7% |
| 30D | -54.2% | -11.4% | -42.8% | -54.2% |
| 3M | -45.4% | -32.0% | -13.5% | -58.3% |
| 6M | -66.5% | -35.6% | -30.8% | -70.5% |
| YTD | +14.9% | -53.8% | +68.7% | +12.7% |
| 1Y | +22.5% | -51.1% | +73.6% | +14.3% |
| All | +22.5% | -50.5% | +73.1% | +14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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