-16.2%
KORU vs FN
+763.2%
-779.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | -1.8% |
| 7D | +24.3% | +20.8% | +3.6% | +8.1% |
| 30D | -44.8% | -17.3% | -27.5% | -32.4% |
| 3M | -60.0% | -38.1% | -21.9% | -38.2% |
| 6M | -78.7% | -44.2% | -34.4% | -61.1% |
| YTD | -10.6% | -22.3% | +11.7% | +31.6% |
| 1Y | -3.8% | -20.9% | +17.1% | +38.6% |
| 3Y | +142.0% | +111.1% | +30.9% | +61.5% |
| 5Y | -33.1% | +191.8% | -224.9% | -66.8% |
| All | -16.2% | +763.2% | -779.4% | -79.2% |
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