+136.2%
KORU vs FN
+96.4%
+39.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -7.3% | +1.9% | +0.7% |
| 7D | +11.1% | +0.3% | +10.9% | +11.6% |
| 30D | -40.6% | -16.5% | -24.1% | -26.9% |
| 3M | -63.9% | -42.1% | -21.8% | -39.6% |
| 6M | -82.8% | -52.9% | -29.9% | -64.2% |
| YTD | -15.4% | -28.0% | +12.6% | +37.9% |
| 1Y | -3.3% | -18.5% | +15.2% | +46.4% |
| 3Y | +136.2% | +93.9% | +42.3% | +82.8% |
| All | +136.2% | +96.4% | +39.8% | +82.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling