+82.9%
KORU vs NDAQ
+366.7%
-283.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.9% | +9.9% | +9.9% |
| 7D | -1.7% | -5.9% | +4.2% | +4.9% |
| 30D | +13.5% | -4.7% | +18.2% | +19.1% |
| 3M | -45.2% | +5.5% | -50.7% | -52.5% |
| 6M | +17.1% | +7.4% | +9.8% | -0.9% |
| YTD | +154.1% | -5.5% | +159.6% | +146.0% |
| 1Y | +375.7% | -3.7% | +379.4% | +342.5% |
| 3Y | +474.0% | +85.0% | +389.0% | +133.0% |
| 5Y | +60.4% | +49.0% | +11.4% | -13.3% |
| All | +82.9% | +366.7% | -283.7% | -69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling