+482.2%
KORU vs NRG
-18.6%
+500.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +6.4% | +7.0% | +5.0% |
| 7D | +13.0% | +7.1% | +5.9% | +3.8% |
| 30D | +27.3% | -1.4% | +28.7% | +31.0% |
| 3M | -55.3% | -10.5% | -44.8% | -46.3% |
| 6M | +11.6% | -26.7% | +38.3% | +76.5% |
| YTD | +158.5% | -24.5% | +183.1% | +318.0% |
| 1Y | +482.2% | -18.6% | +500.7% | +840.3% |
| All | +482.2% | -18.6% | +500.8% | +840.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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