+49.2%
KORU vs FND
+58.4%
-9.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.6% | +6.2% | +4.7% |
| 7D | +24.3% | +0.4% | +23.9% | +23.9% |
| 30D | +37.3% | -23.6% | +60.9% | +63.5% |
| 3M | -32.8% | +4.3% | -37.1% | -35.8% |
| 6M | +36.9% | -20.3% | +57.2% | +62.4% |
| YTD | +162.6% | -21.3% | +183.9% | +212.9% |
| 1Y | +467.0% | -45.4% | +512.4% | +741.1% |
| 3Y | +522.4% | -48.9% | +571.2% | +820.1% |
| 5Y | +57.9% | -61.0% | +118.9% | +162.8% |
| All | +49.2% | +58.4% | -9.2% | +35.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling