+22.5%
KORU vs FN
-25.7%
+48.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.0% | +0.7% | +1.1% |
| 7D | -24.3% | -7.0% | -17.3% | -18.5% |
| 30D | -54.2% | -24.7% | -29.5% | -37.7% |
| 3M | -45.4% | -35.7% | -9.8% | -10.4% |
| 6M | -66.5% | -52.4% | -14.0% | -21.5% |
| YTD | +14.9% | -25.0% | +39.9% | +91.9% |
| 1Y | +22.5% | -25.7% | +48.2% | +103.2% |
| All | +22.5% | -25.7% | +48.3% | +103.2% |
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