+474.0%
KORU vs FIVN
-55.2%
+529.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +8.6% |
| 7D | -1.7% | -7.8% | +6.1% | +0.2% |
| 30D | +13.5% | -1.7% | +15.3% | +13.4% |
| 3M | -45.2% | +47.2% | -92.4% | -53.2% |
| 6M | +17.1% | +82.7% | -65.6% | -9.7% |
| YTD | +154.1% | +52.9% | +101.2% | +105.9% |
| 1Y | +375.7% | +17.5% | +358.2% | +332.4% |
| 3Y | +474.0% | -55.8% | +529.8% | +535.8% |
| All | +474.0% | -55.2% | +529.3% | +535.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling