+47.2%
KORU vs NDAQ
+48.4%
-1.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.3% | -10.2% | -10.6% |
| 7D | +2.3% | -6.8% | +9.1% | +8.2% |
| 30D | +20.0% | -3.2% | +23.2% | +23.0% |
| 3M | -32.7% | +6.5% | -39.2% | -40.1% |
| 6M | +13.3% | +5.7% | +7.6% | +1.3% |
| YTD | +133.2% | -4.6% | +137.8% | +129.4% |
| 1Y | +357.3% | -1.6% | +358.8% | +328.8% |
| 3Y | +452.7% | +86.4% | +366.2% | +145.1% |
| 5Y | +47.2% | +50.3% | -3.1% | -18.9% |
| All | +47.2% | +48.4% | -1.2% | -18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling