+47.2%
KORU vs FND
-62.8%
+110.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.5% | -11.0% | -11.5% |
| 7D | +2.3% | -5.1% | +7.4% | +6.2% |
| 30D | +20.0% | -22.5% | +42.5% | +42.2% |
| 3M | -32.7% | -5.0% | -27.7% | -31.2% |
| 6M | +13.3% | -21.5% | +34.9% | +35.7% |
| YTD | +133.2% | -23.0% | +156.2% | +181.4% |
| 1Y | +357.3% | -44.9% | +402.2% | +572.9% |
| 3Y | +452.7% | -50.0% | +502.6% | +726.9% |
| 5Y | +47.2% | -63.3% | +110.5% | +145.8% |
| All | +47.2% | -62.8% | +110.0% | +145.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling