+375.7%
KORU vs FIVN
+20.3%
+355.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +8.9% |
| 7D | -1.7% | -7.8% | +6.1% | -1.4% |
| 30D | +13.5% | -1.7% | +15.3% | +13.4% |
| 3M | -45.2% | +47.2% | -92.4% | -47.9% |
| 6M | +17.1% | +82.7% | -65.6% | +3.9% |
| YTD | +154.1% | +52.9% | +101.2% | +138.4% |
| 1Y | +375.7% | +17.5% | +358.2% | +429.3% |
| All | +375.7% | +20.3% | +355.3% | +429.3% |
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