+502.1%
KORU vs NDAQ
+90.0%
+412.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.9% |
| 7D | +20.1% | -1.6% | +21.7% | +20.7% |
| 30D | +47.5% | -1.5% | +48.9% | +48.1% |
| 3M | -30.1% | +8.0% | -38.1% | -35.2% |
| 6M | +20.1% | +7.7% | +12.4% | +11.2% |
| YTD | +166.6% | -2.3% | +168.9% | +166.6% |
| 1Y | +458.9% | +0.6% | +458.4% | +438.9% |
| All | +502.1% | +90.0% | +412.2% | +193.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling