+474.0%
KORU vs FLNC
-62.9%
+536.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.5% | +6.5% | +8.0% |
| 7D | -1.7% | -4.1% | +2.4% | -0.2% |
| 30D | +13.5% | -24.8% | +38.3% | +27.4% |
| 3M | -45.2% | -59.1% | +13.9% | -19.2% |
| 6M | +17.1% | -42.0% | +59.1% | +59.7% |
| YTD | +154.1% | -49.8% | +203.9% | +249.9% |
| 1Y | +375.7% | +43.1% | +332.6% | +395.9% |
| 3Y | +474.0% | -61.0% | +535.0% | +590.3% |
| All | +474.0% | -62.9% | +536.9% | +590.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 3y: compounded portfolio wealth divided by compounded FLNC 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…
3y analysis · Full analysis span regression · 6 months rolling