+482.2%
KORU vs NTR
+43.1%
+439.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.6% | +15.0% | +13.1% |
| 7D | +13.0% | +8.1% | +4.9% | +15.0% |
| 30D | +27.3% | +18.8% | +8.5% | +32.3% |
| 3M | -55.3% | +16.2% | -71.5% | -53.4% |
| 6M | +11.6% | +9.8% | +1.8% | +10.0% |
| YTD | +158.5% | +30.9% | +127.7% | +147.0% |
| 1Y | +482.2% | +41.8% | +440.4% | +462.3% |
| All | +482.2% | +43.1% | +439.1% | +462.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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