+56.9%
KORU vs NTRA
+172.0%
-115.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +8.6% |
| 7D | -1.7% | +0.2% | -1.9% | -1.7% |
| 30D | +13.5% | +4.1% | +9.4% | +12.1% |
| 3M | -45.2% | +50.0% | -95.2% | -54.0% |
| 6M | +17.1% | +67.3% | -50.2% | -5.7% |
| YTD | +154.1% | +43.6% | +110.6% | +116.7% |
| 1Y | +375.7% | +89.2% | +286.4% | +264.1% |
| 3Y | +474.0% | +502.5% | -28.5% | +184.9% |
| All | +56.9% | +172.0% | -115.1% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling