+82.9%
KORU vs FIS
-39.8%
+122.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.9% |
| 7D | -1.7% | -7.9% | +6.2% | +4.1% |
| 30D | +13.5% | -8.0% | +21.5% | +19.4% |
| 3M | -45.2% | +0.6% | -45.8% | -51.0% |
| 6M | +17.1% | -22.2% | +39.3% | +27.1% |
| YTD | +154.1% | -40.8% | +194.9% | +247.9% |
| 1Y | +375.7% | -41.5% | +417.2% | +547.5% |
| 3Y | +474.0% | -25.5% | +499.5% | +475.9% |
| 5Y | +60.4% | -64.8% | +125.2% | +249.1% |
| All | +82.9% | -39.8% | +122.7% | +190.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling