+474.0%
KORU vs FND
-50.3%
+524.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.0% | +8.0% | +8.3% |
| 7D | -1.7% | -5.8% | +4.0% | +2.6% |
| 30D | +13.5% | -20.2% | +33.7% | +32.9% |
| 3M | -45.2% | -12.0% | -33.2% | -41.5% |
| 6M | +17.1% | -18.5% | +35.6% | +36.1% |
| YTD | +154.1% | -22.3% | +176.4% | +202.1% |
| 1Y | +375.7% | -47.6% | +423.3% | +612.7% |
| 3Y | +474.0% | -49.8% | +523.8% | +770.5% |
| All | +474.0% | -50.3% | +524.3% | +770.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling