+56.9%
KORU vs NI
+96.9%
-40.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +14.8% |
| 3M | -45.2% | -10.6% | -34.6% | -40.2% |
| 6M | +17.1% | -9.3% | +26.4% | +24.4% |
| YTD | +154.1% | +1.1% | +153.0% | +149.3% |
| 1Y | +375.7% | +3.4% | +372.3% | +356.4% |
| 3Y | +474.0% | +67.9% | +406.1% | +267.7% |
| All | +56.9% | +96.9% | -40.0% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling