+91.6%
KORU vs FIX
+5,928.8%
-5,837.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +3.2% |
| 7D | +20.1% | +3.5% | +16.6% | +16.7% |
| 30D | +47.5% | -3.5% | +51.0% | +54.1% |
| 3M | -30.1% | -11.8% | -18.3% | -11.1% |
| 6M | +20.1% | +17.8% | +2.3% | +32.4% |
| YTD | +166.6% | +73.3% | +93.3% | +133.4% |
| 1Y | +458.9% | +128.1% | +330.8% | +302.8% |
| 3Y | +531.8% | +772.7% | -240.9% | +50.1% |
| 5Y | +67.7% | +2,166.4% | -2,098.8% | -81.2% |
| 10Y | +91.6% | +6,034.5% | -5,942.9% | -86.4% |
| All | +91.6% | +5,928.8% | -5,837.3% | -86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling