+0.5%
KORU vs FIVN
+280.5%
-280.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.4% | -12.1% | -12.4% |
| 7D | +2.3% | -11.3% | +13.6% | +6.2% |
| 30D | +20.0% | -7.3% | +27.3% | +21.9% |
| 3M | -32.7% | +41.7% | -74.4% | -43.8% |
| 6M | +13.3% | +78.3% | -64.9% | -14.4% |
| YTD | +133.2% | +50.9% | +82.3% | +83.6% |
| 1Y | +357.3% | +19.7% | +337.6% | +293.4% |
| 3Y | +452.7% | -55.7% | +508.4% | +544.3% |
| 5Y | +47.2% | -82.6% | +129.8% | +121.3% |
| 10Y | +67.6% | +113.6% | -46.1% | +16.7% |
| All | +0.5% | +280.5% | -280.0% | -43.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling