+474.0%
KORU vs NUE
+61.7%
+412.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +7.8% |
| 7D | -1.7% | -0.6% | -1.1% | -1.1% |
| 30D | +13.5% | -4.6% | +18.1% | +17.9% |
| 3M | -45.2% | -0.3% | -44.9% | -45.6% |
| 6M | +17.1% | +51.9% | -34.8% | -8.7% |
| YTD | +154.1% | +60.0% | +94.2% | +93.0% |
| 1Y | +375.7% | +82.9% | +292.8% | +234.1% |
| 3Y | +474.0% | +66.0% | +408.0% | +268.7% |
| All | +474.0% | +61.7% | +412.3% | +268.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling