+482.2%
KORU vs NEE
+19.1%
+463.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.2% | +13.7% |
| 7D | +13.0% | +1.9% | +11.1% | +12.1% |
| 30D | +27.3% | -2.2% | +29.4% | +28.3% |
| 3M | -55.3% | -1.2% | -54.1% | -55.4% |
| 6M | +11.6% | -8.6% | +20.2% | +21.4% |
| YTD | +158.5% | +6.2% | +152.4% | +156.8% |
| 1Y | +482.2% | +21.1% | +461.0% | +506.5% |
| All | +482.2% | +19.1% | +463.0% | +506.5% |
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