-27.8%
KORU vs FN
+772.0%
-799.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.8% | -1.5% | -2.6% |
| 7D | -34.5% | -4.1% | -30.4% | -29.7% |
| 30D | -59.6% | -28.3% | -31.3% | -45.1% |
| 3M | -56.1% | -33.9% | -22.2% | -35.3% |
| 6M | -84.7% | -43.9% | -40.8% | -72.2% |
| YTD | -20.6% | -23.4% | +2.9% | +17.5% |
| 1Y | -13.9% | -25.4% | +11.5% | +28.2% |
| 3Y | +114.9% | +107.9% | +7.0% | +44.5% |
| 5Y | -36.0% | +195.1% | -231.1% | -68.6% |
| 10Y | -27.8% | +794.1% | -821.9% | -81.8% |
| All | -27.8% | +772.0% | -799.8% | -81.8% |
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