-8.2%
KORU vs FN
-20.4%
+12.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +11.9% | -0.6% | -1.7% |
| 7D | -25.8% | +16.3% | -42.1% | -34.9% |
| 30D | -56.9% | -24.7% | -32.2% | -38.0% |
| 3M | -55.7% | -34.9% | -20.8% | -24.8% |
| 6M | -83.7% | -41.1% | -42.6% | -66.4% |
| YTD | -15.3% | -19.6% | +4.3% | +39.7% |
| All | -8.2% | -20.4% | +12.3% | +52.6% |
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