+482.2%
KORU vs FISV
-61.2%
+543.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.5% | +12.9% | +13.6% |
| 7D | +13.0% | -0.3% | +13.3% | +12.7% |
| 30D | +27.3% | -2.1% | +29.3% | +26.3% |
| 3M | -55.3% | -5.7% | -49.5% | -54.0% |
| 6M | +11.6% | -15.3% | +26.9% | +13.6% |
| YTD | +158.5% | -21.1% | +179.6% | +162.3% |
| 1Y | +482.2% | -61.1% | +543.2% | +422.7% |
| All | +482.2% | -61.2% | +543.3% | +422.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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