+375.7%
KORU vs NVDL
+15.4%
+360.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.2% | +9.2% |
| 7D | -1.7% | -10.3% | +8.6% | +10.5% |
| 30D | +13.5% | -7.1% | +20.7% | +22.1% |
| 3M | -45.2% | +6.6% | -51.8% | -45.5% |
| 6M | +17.1% | +21.1% | -3.9% | +15.4% |
| YTD | +154.1% | +15.2% | +138.9% | +153.4% |
| 1Y | +375.7% | +18.8% | +356.9% | +398.2% |
| All | +375.7% | +15.4% | +360.3% | +398.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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