+474.0%
KORU vs NI
+68.9%
+405.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +9.0% | +9.0% |
| 7D | -1.7% | 0.0% | -1.8% | -1.7% |
| 30D | +13.5% | -1.4% | +14.9% | +14.7% |
| 3M | -45.2% | -10.6% | -34.6% | -40.5% |
| 6M | +17.1% | -9.3% | +26.4% | +23.9% |
| YTD | +154.1% | +1.1% | +153.0% | +148.7% |
| 1Y | +375.7% | +3.4% | +372.3% | +355.8% |
| 3Y | +474.0% | +67.9% | +406.1% | +262.7% |
| All | +474.0% | +68.9% | +405.1% | +262.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 3y: compounded portfolio wealth divided by compounded NI 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…
3y analysis · Full analysis span regression · 6 months rolling