+29.3%
KORU vs FIX
+13,545.6%
-13,516.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.9% | +11.5% | +11.9% |
| 7D | +13.0% | +6.0% | +7.0% | +8.0% |
| 30D | +27.3% | -7.2% | +34.5% | +37.1% |
| 3M | -55.3% | -15.9% | -39.4% | -40.9% |
| 6M | +11.6% | +12.7% | -1.1% | +27.3% |
| YTD | +158.5% | +72.8% | +85.8% | +128.8% |
| 1Y | +482.2% | +122.9% | +359.3% | +334.0% |
| 3Y | +471.9% | +774.3% | -302.4% | +51.1% |
| 5Y | +41.1% | +2,049.5% | -2,008.3% | -80.1% |
| 10Y | +80.2% | +5,821.5% | -5,741.3% | -86.1% |
| All | +29.3% | +13,545.6% | -13,516.2% | -92.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling