+22.5%
KORU vs NUE
+86.4%
-63.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.2% | -2.5% |
| 7D | -24.3% | -1.4% | -22.9% | -23.0% |
| 30D | -54.2% | +6.6% | -60.8% | -57.8% |
| 3M | -45.4% | -2.0% | -43.4% | -43.4% |
| 6M | -66.5% | +19.2% | -85.7% | -73.3% |
| YTD | +14.9% | +65.6% | -50.7% | -39.7% |
| 1Y | +22.5% | +87.8% | -65.3% | -45.2% |
| All | +22.5% | +86.4% | -63.9% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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