+31.4%
KORU vs NDAQ
+1,125.8%
-1,094.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +3.5% |
| 7D | +24.3% | -2.6% | +26.9% | +27.0% |
| 30D | +37.3% | +0.5% | +36.9% | +36.0% |
| 3M | -32.8% | +9.9% | -42.7% | -43.6% |
| 6M | +36.9% | +8.2% | +28.7% | +16.3% |
| YTD | +162.6% | -1.5% | +164.1% | +144.2% |
| 1Y | +467.0% | +1.3% | +465.7% | +403.2% |
| 3Y | +522.4% | +92.6% | +429.8% | +164.9% |
| 5Y | +57.9% | +53.8% | +4.0% | -11.6% |
| 10Y | +70.8% | +376.0% | -305.2% | -67.2% |
| All | +31.4% | +1,125.8% | -1,094.4% | -86.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling