+22.5%
KORU vs FLEX
+23.4%
-0.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -12.3% | +7.1% | +11.0% |
| 7D | -24.3% | -17.0% | -7.3% | -3.7% |
| 30D | -54.2% | -33.8% | -20.4% | -20.6% |
| 3M | -45.4% | -39.0% | -6.4% | +10.3% |
| 6M | -66.5% | -15.9% | -50.6% | -40.4% |
| YTD | +14.9% | +27.8% | -12.9% | +24.5% |
| 1Y | +22.5% | +25.0% | -2.4% | +36.6% |
| All | +22.5% | +23.4% | -0.9% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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