+458.9%
KORU vs FIVE
+64.7%
+394.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +4.3% |
| 7D | +20.1% | +1.7% | +18.4% | +18.3% |
| 30D | +47.5% | +5.0% | +42.5% | +37.1% |
| 3M | -30.1% | +29.5% | -59.6% | -48.2% |
| 6M | +20.1% | +12.4% | +7.7% | +7.0% |
| YTD | +166.6% | +31.2% | +135.4% | +106.4% |
| 1Y | +458.9% | +72.9% | +386.1% | +236.8% |
| All | +458.9% | +64.7% | +394.2% | +236.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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