+70.8%
KORU vs FN
+882.3%
-811.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | 0.0% |
| 7D | +24.3% | +3.5% | +20.8% | +21.3% |
| 30D | +37.3% | -26.0% | +63.3% | +73.9% |
| 3M | -32.8% | -33.3% | +0.5% | -3.1% |
| 6M | +36.9% | -14.9% | +51.8% | +76.2% |
| YTD | +162.6% | -8.6% | +171.2% | +218.6% |
| 1Y | +467.0% | +12.3% | +454.7% | +497.9% |
| 3Y | +522.4% | +174.4% | +348.0% | +217.4% |
| 5Y | +57.9% | +296.4% | -238.5% | -42.9% |
| 10Y | +70.8% | +890.0% | -819.3% | -66.2% |
| All | +70.8% | +882.3% | -811.6% | -66.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling