+482.2%
KORU vs NUE
+82.6%
+399.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.5% | +14.0% | +14.1% |
| 7D | +13.0% | +4.2% | +8.8% | +7.3% |
| 30D | +27.3% | -5.0% | +32.3% | +35.9% |
| 3M | -55.3% | -0.2% | -55.1% | -53.9% |
| 6M | +11.6% | +49.1% | -37.5% | -25.0% |
| YTD | +158.5% | +61.0% | +97.5% | +68.4% |
| 1Y | +482.2% | +82.5% | +399.6% | +259.5% |
| All | +482.2% | +82.6% | +399.6% | +259.5% |
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