+29.3%
KORU vs FITB
+411.2%
-381.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.2% | +13.6% | +13.6% |
| 7D | +13.0% | +0.6% | +12.4% | +12.5% |
| 30D | +27.3% | -4.7% | +32.0% | +32.8% |
| 3M | -55.3% | +6.7% | -62.0% | -58.9% |
| 6M | +11.6% | +12.6% | -1.0% | -1.9% |
| YTD | +158.5% | +19.1% | +139.4% | +115.8% |
| 1Y | +482.2% | +22.6% | +459.5% | +365.6% |
| 3Y | +471.9% | +127.1% | +344.8% | +158.1% |
| 5Y | +41.1% | +71.8% | -30.7% | -17.1% |
| 10Y | +80.2% | +287.2% | -207.0% | -52.4% |
| All | +29.3% | +411.2% | -381.9% | -74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling