+22.5%
KORU vs NSC
+24.4%
-1.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.9% | -6.2% | -5.2% |
| 7D | -24.3% | +1.8% | -26.1% | -24.2% |
| 30D | -54.2% | +8.8% | -63.0% | -54.3% |
| 3M | -45.4% | +1.2% | -46.7% | -45.2% |
| 6M | -66.5% | +11.3% | -77.8% | -66.7% |
| YTD | +14.9% | +20.7% | -5.8% | +8.1% |
| 1Y | +22.5% | +23.4% | -0.9% | +12.1% |
| All | +22.5% | +24.4% | -1.8% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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