+482.2%
KORU vs FIVN
+27.5%
+454.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.4% | +15.9% | +13.5% |
| 7D | +13.0% | -2.3% | +15.3% | +13.1% |
| 30D | +27.3% | +12.4% | +14.9% | +25.8% |
| 3M | -55.3% | +36.0% | -91.3% | -55.2% |
| 6M | +11.6% | +86.0% | -74.4% | +1.4% |
| YTD | +158.5% | +65.9% | +92.6% | +142.3% |
| 1Y | +482.2% | +26.5% | +455.7% | +519.2% |
| All | +482.2% | +27.5% | +454.7% | +519.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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