+20.1%
KORU vs FISV
-21.9%
+42.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.3% | +5.9% | -2.8% |
| 7D | +20.1% | -6.4% | +26.5% | +12.4% |
| 30D | +47.5% | -6.8% | +54.3% | +36.9% |
| 3M | -30.1% | -10.0% | -20.1% | -28.5% |
| 6M | +20.1% | -20.6% | +40.8% | +38.4% |
| All | +20.1% | -21.9% | +42.0% | +38.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling