-1.5%
KORU vs FWONK
+276.9%
-278.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +19.9% |
| 3M | -45.2% | +5.7% | -50.9% | -49.3% |
| 6M | +17.1% | +13.5% | +3.7% | +3.7% |
| YTD | +154.1% | -3.0% | +157.1% | +151.3% |
| 1Y | +375.7% | -6.4% | +382.1% | +377.7% |
| 3Y | +474.0% | +43.8% | +430.2% | +307.7% |
| 5Y | +60.4% | +98.6% | -38.2% | -7.0% |
| 10Y | +82.6% | +340.0% | -257.4% | -31.0% |
| All | -1.5% | +276.9% | -278.4% | -63.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling