+458.9%
KORU vs USFD
+24.9%
+434.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.5% | +7.0% | +1.2% |
| 7D | +20.1% | -7.0% | +27.1% | +19.6% |
| 30D | +47.5% | -10.3% | +57.8% | +46.6% |
| 3M | -30.1% | +9.2% | -39.2% | -33.4% |
| 6M | +20.1% | +7.4% | +12.7% | +15.9% |
| YTD | +166.6% | +29.4% | +137.2% | +157.2% |
| 1Y | +458.9% | +24.8% | +434.1% | +396.4% |
| All | +458.9% | +24.9% | +434.1% | +396.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling