+16.6%
KORU vs FISV
+127.0%
-110.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.6% | -13.1% | -12.9% |
| 7D | +2.3% | -7.2% | +9.5% | +7.4% |
| 30D | +20.0% | -7.2% | +27.2% | +25.3% |
| 3M | -32.7% | -8.2% | -24.6% | -34.8% |
| 6M | +13.3% | -17.7% | +31.0% | +18.0% |
| YTD | +133.2% | -27.2% | +160.4% | +158.9% |
| 1Y | +357.3% | -63.0% | +420.2% | +643.6% |
| 3Y | +452.7% | -59.8% | +512.4% | +572.1% |
| 5Y | +47.2% | -55.8% | +103.0% | +55.6% |
| 10Y | +67.6% | -2.4% | +70.0% | -26.7% |
| All | +16.6% | +127.0% | -110.4% | -78.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling