+22.5%
KORU vs NRG
-50.8%
+73.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -13.5% | +8.2% | +11.5% |
| 7D | -24.3% | -13.7% | -10.6% | -10.3% |
| 30D | -54.2% | -13.6% | -40.6% | -46.7% |
| 3M | -45.4% | -28.5% | -16.9% | -16.3% |
| 6M | -66.5% | -45.8% | -20.7% | -24.3% |
| YTD | +14.9% | -46.9% | +61.8% | +190.0% |
| 1Y | +22.5% | -49.7% | +72.2% | +213.3% |
| All | +22.5% | -50.8% | +73.3% | +213.3% |
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