+474.0%
KORU vs FWONK
+44.6%
+429.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.9% |
| 7D | -1.7% | +0.1% | -1.8% | -1.6% |
| 30D | +13.5% | -7.7% | +21.3% | +17.6% |
| 3M | -45.2% | +5.7% | -50.9% | -48.9% |
| 6M | +17.1% | +13.5% | +3.7% | +5.8% |
| YTD | +154.1% | -3.0% | +157.1% | +148.6% |
| 1Y | +375.7% | -6.4% | +382.1% | +372.1% |
| 3Y | +474.0% | +43.8% | +430.2% | +340.8% |
| All | +474.0% | +44.6% | +429.4% | +340.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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