+31.4%
KORU vs FLEX
+2,130.7%
-2,099.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.4% | -2.8% | -2.6% |
| 7D | +24.3% | +7.0% | +17.3% | +16.6% |
| 30D | +37.3% | -5.8% | +43.1% | +47.8% |
| 3M | -32.8% | -24.2% | -8.6% | -1.4% |
| 6M | +36.9% | +90.8% | -53.9% | -8.1% |
| YTD | +162.6% | +89.2% | +73.4% | +80.1% |
| 1Y | +467.0% | +104.7% | +362.3% | +266.5% |
| 3Y | +522.4% | +478.1% | +44.3% | +56.6% |
| 5Y | +57.9% | +726.2% | -668.3% | -70.1% |
| 10Y | +70.8% | +1,060.6% | -989.8% | -77.1% |
| All | +31.4% | +2,130.7% | -2,099.4% | -89.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling