+56.9%
KORU vs NVMI
+261.9%
-205.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.6% | +7.4% | +7.3% |
| 7D | -1.7% | -0.1% | -1.6% | -1.3% |
| 30D | +13.5% | -8.4% | +21.9% | +27.9% |
| 3M | -45.2% | -33.6% | -11.6% | -2.6% |
| 6M | +17.1% | -14.7% | +31.8% | +90.3% |
| YTD | +154.1% | +13.2% | +140.9% | +240.5% |
| 1Y | +375.7% | +29.0% | +346.7% | +491.8% |
| 3Y | +474.0% | +215.0% | +259.0% | +210.2% |
| All | +56.9% | +261.9% | -205.0% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 5y: compounded portfolio wealth divided by compounded NVMI 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…
5y analysis · Full analysis span regression · 6 months rolling