+22.5%
KORU vs FND
-10.3%
+32.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +10.9% | -16.2% | -13.8% |
| 7D | -24.3% | +12.3% | -36.6% | -31.9% |
| 30D | -54.2% | +14.7% | -69.0% | -60.4% |
| 3M | -45.4% | -12.0% | -33.4% | -39.5% |
| 6M | -66.5% | +10.8% | -77.2% | -71.1% |
| YTD | +14.9% | -12.3% | +27.2% | +18.1% |
| 1Y | +22.5% | -13.4% | +35.9% | +25.4% |
| All | +22.5% | -10.3% | +32.8% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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