+33.3%
KORU vs NI
+432.7%
-399.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.1% | +2.0% |
| 7D | +20.1% | +1.3% | +18.8% | +18.8% |
| 30D | +47.5% | -0.3% | +47.7% | +47.7% |
| 3M | -30.1% | -9.5% | -20.6% | -24.4% |
| 6M | +20.1% | -10.2% | +30.4% | +29.0% |
| YTD | +166.6% | +1.8% | +164.8% | +160.6% |
| 1Y | +458.9% | +5.7% | +453.3% | +427.9% |
| 3Y | +531.8% | +69.6% | +462.1% | +300.7% |
| 5Y | +67.7% | +95.8% | -28.1% | -6.2% |
| 10Y | +91.6% | +145.1% | -53.5% | -7.2% |
| All | +33.3% | +432.7% | -399.4% | -69.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling