+474.0%
KORU vs NVD
-99.1%
+573.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +9.1% |
| 7D | -1.7% | +10.8% | -12.5% | +3.7% |
| 30D | +13.5% | +0.8% | +12.8% | +17.7% |
| 3M | -45.2% | -20.8% | -24.4% | -44.4% |
| 6M | +17.1% | -41.2% | +58.3% | +20.4% |
| YTD | +154.1% | -44.2% | +198.3% | +163.8% |
| 1Y | +375.7% | -54.2% | +429.8% | +390.0% |
| 3Y | +474.0% | -99.1% | +573.2% | +101.3% |
| All | +474.0% | -99.1% | +573.1% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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