+474.0%
KORU vs NTRA
+507.7%
-33.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +8.5% |
| 7D | -1.7% | +0.2% | -1.9% | -1.7% |
| 30D | +13.5% | +4.1% | +9.4% | +11.6% |
| 3M | -45.2% | +50.0% | -95.2% | -56.5% |
| 6M | +17.1% | +67.3% | -50.2% | -12.4% |
| YTD | +154.1% | +43.6% | +110.6% | +104.5% |
| 1Y | +375.7% | +89.2% | +286.4% | +232.2% |
| 3Y | +474.0% | +502.5% | -28.5% | +148.1% |
| All | +474.0% | +507.7% | -33.6% | +148.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 3y: compounded portfolio wealth divided by compounded NTRA 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…
3y analysis · Full analysis span regression · 6 months rolling