+357.3%
KORU vs NIO
-37.6%
+394.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.2% | -9.3% | -9.8% |
| 7D | +2.3% | -7.3% | +9.6% | +8.9% |
| 30D | +20.0% | -22.5% | +42.5% | +48.3% |
| 3M | -32.7% | -30.9% | -1.8% | -9.4% |
| 6M | +13.3% | -37.2% | +50.5% | +74.1% |
| YTD | +133.2% | -29.8% | +163.0% | +232.3% |
| 1Y | +357.3% | -37.4% | +394.7% | +727.9% |
| All | +357.3% | -37.6% | +394.9% | +727.9% |
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