+482.2%
KORU vs FIS
-37.2%
+519.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.4% | +12.5% |
| 7D | +13.0% | +1.1% | +11.9% | +14.2% |
| 30D | +27.3% | -2.2% | +29.5% | +24.9% |
| 3M | -55.3% | +2.1% | -57.4% | -50.8% |
| 6M | +11.6% | -14.7% | +26.3% | +19.3% |
| YTD | +158.5% | -35.7% | +194.2% | +159.1% |
| 1Y | +482.2% | -37.1% | +519.2% | +497.1% |
| All | +482.2% | -37.2% | +519.4% | +497.1% |
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