+557.6%
KORU vs NVD
-99.2%
+656.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +2.4% |
| 7D | +20.1% | +0.5% | +19.6% | +20.6% |
| 30D | +47.5% | -9.3% | +56.8% | +45.3% |
| 3M | -30.1% | -22.1% | -8.0% | -29.3% |
| 6M | +20.1% | -45.8% | +65.9% | +18.7% |
| YTD | +166.6% | -46.7% | +213.3% | +169.6% |
| 1Y | +458.9% | -59.5% | +518.4% | +448.1% |
| 3Y | +531.8% | -99.2% | +630.9% | +125.5% |
| All | +557.6% | -99.2% | +656.8% | +134.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling