+22.5%
KORU vs NEE
+11.3%
+11.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.9% | -10.2% | -4.7% |
| 7D | -24.3% | +9.2% | -33.5% | -23.9% |
| 30D | -54.2% | +16.0% | -70.2% | -55.0% |
| 3M | -45.4% | +2.2% | -47.6% | -43.5% |
| 6M | -66.5% | -6.0% | -60.4% | -61.7% |
| YTD | +14.9% | +12.6% | +2.3% | +15.0% |
| 1Y | +22.5% | +11.4% | +11.2% | +21.6% |
| All | +22.5% | +11.3% | +11.3% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 NEE 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