+426.7%
KORU vs FTI
+264.2%
+162.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.9% | -9.7% | -10.8% |
| 7D | +2.3% | -5.6% | +7.9% | +6.1% |
| 30D | +20.0% | +0.4% | +19.6% | +20.5% |
| 3M | -32.7% | +8.1% | -40.8% | -35.5% |
| 6M | +13.3% | +16.7% | -3.4% | +3.5% |
| YTD | +133.2% | +70.0% | +63.2% | +77.2% |
| 1Y | +357.3% | +85.4% | +271.8% | +230.9% |
| All | +426.7% | +264.2% | +162.5% | +192.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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