+47.5%
KORU vs NET
+112.9%
-65.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.0% | +15.4% | +14.2% |
| 7D | +13.0% | -7.0% | +20.0% | +16.2% |
| 30D | +27.3% | -4.8% | +32.1% | +29.2% |
| 3M | -55.3% | +3.8% | -59.1% | -55.4% |
| 6M | +11.6% | +50.0% | -38.4% | -6.9% |
| YTD | +158.5% | +41.5% | +117.1% | +117.0% |
| 1Y | +482.2% | +32.8% | +449.3% | +404.1% |
| 3Y | +471.9% | +335.9% | +136.0% | +198.2% |
| All | +47.5% | +112.9% | -65.4% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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