+375.7%
KORU vs NDAQ
-2.2%
+377.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.5% | +8.8% |
| 7D | -1.7% | -5.6% | +3.9% | -3.6% |
| 30D | +13.5% | -4.4% | +17.9% | +11.8% |
| 3M | -45.2% | +5.9% | -51.1% | -43.2% |
| 6M | +17.1% | +7.7% | +9.4% | +20.9% |
| YTD | +154.1% | -5.2% | +159.3% | +161.9% |
| 1Y | +375.7% | -3.4% | +379.0% | +395.2% |
| All | +375.7% | -2.2% | +377.9% | +395.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling