+33.3%
KORU vs FLR
-1.0%
+34.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.2% | +4.7% | +3.1% |
| 7D | +20.1% | -3.1% | +23.2% | +21.8% |
| 30D | +47.5% | +4.9% | +42.5% | +43.9% |
| 3M | -30.1% | +10.8% | -40.9% | -30.4% |
| 6M | +20.1% | +19.7% | +0.5% | +18.9% |
| YTD | +166.6% | +38.4% | +128.2% | +151.7% |
| 1Y | +458.9% | +34.7% | +424.3% | +432.4% |
| 3Y | +531.8% | +56.7% | +475.1% | +452.7% |
| 5Y | +67.7% | +241.6% | -173.9% | +4.0% |
| 10Y | +91.6% | +20.2% | +71.4% | +95.3% |
| All | +33.3% | -1.0% | +34.3% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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