+47.2%
KORU vs FIS
-65.9%
+113.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.2% | -13.7% | -12.9% |
| 7D | +2.3% | -8.9% | +11.2% | +5.5% |
| 30D | +20.0% | -9.9% | +29.9% | +23.8% |
| 3M | -32.7% | 0.0% | -32.7% | -36.7% |
| 6M | +13.3% | -22.9% | +36.2% | +20.9% |
| YTD | +133.2% | -40.9% | +174.1% | +189.5% |
| 1Y | +357.3% | -40.4% | +397.7% | +459.1% |
| 3Y | +452.7% | -25.4% | +478.0% | +467.8% |
| 5Y | +47.2% | -64.8% | +112.0% | +146.1% |
| All | +47.2% | -65.9% | +113.1% | +146.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling