+482.2%
KORU vs FITB
+23.7%
+458.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.2% | +13.6% | +13.5% |
| 7D | +13.0% | +0.6% | +12.4% | +12.7% |
| 30D | +27.3% | -4.7% | +32.0% | +29.5% |
| 3M | -55.3% | +6.7% | -62.0% | -57.5% |
| 6M | +11.6% | +12.6% | -1.0% | -1.8% |
| YTD | +158.5% | +19.1% | +139.4% | +128.5% |
| 1Y | +482.2% | +22.6% | +459.5% | +395.9% |
| All | +482.2% | +23.7% | +458.5% | +395.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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