+482.2%
KORU vs FN
+17.1%
+465.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.1% | +10.3% | +10.2% |
| 7D | +13.0% | -1.7% | +14.7% | +15.4% |
| 30D | +27.3% | -22.0% | +49.3% | +65.8% |
| 3M | -55.3% | -43.0% | -12.3% | -14.5% |
| 6M | +11.6% | -27.7% | +39.4% | +74.2% |
| YTD | +158.5% | -10.5% | +169.1% | +247.8% |
| 1Y | +482.2% | +12.5% | +469.7% | +535.2% |
| All | +482.2% | +17.1% | +465.1% | +535.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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