+458.9%
KORU vs FIX
+125.7%
+333.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +5.0% |
| 7D | +20.1% | +3.5% | +16.6% | +13.3% |
| 30D | +47.5% | -3.5% | +51.0% | +58.8% |
| 3M | -30.1% | -11.8% | -18.3% | +5.6% |
| 6M | +20.1% | +17.8% | +2.3% | +40.1% |
| YTD | +166.6% | +73.3% | +93.3% | +144.8% |
| 1Y | +458.9% | +128.1% | +330.8% | +342.5% |
| All | +458.9% | +125.7% | +333.3% | +342.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling