+22.5%
KORU vs NIO
-54.1%
+76.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.4% | -8.7% | -8.2% |
| 7D | -24.3% | -0.6% | -23.7% | -23.7% |
| 30D | -54.2% | -3.5% | -50.7% | -52.5% |
| 3M | -45.4% | -30.7% | -14.8% | -25.0% |
| 6M | -66.5% | -45.6% | -20.8% | -41.7% |
| YTD | +14.9% | -35.3% | +50.2% | +82.7% |
| 1Y | +22.5% | -53.9% | +76.4% | +139.5% |
| All | +22.5% | -54.1% | +76.6% | +139.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 NIO 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