+56.9%
KORU vs NVO
-4.3%
+61.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.1% | +11.1% | +9.7% |
| 7D | -1.7% | -7.6% | +5.9% | +1.0% |
| 30D | +13.5% | -6.0% | +19.5% | +15.7% |
| 3M | -45.2% | -0.8% | -44.4% | -47.2% |
| 6M | +17.1% | +16.5% | +0.7% | +6.2% |
| YTD | +154.1% | -11.1% | +165.3% | +149.7% |
| 1Y | +375.7% | -16.7% | +392.4% | +379.4% |
| 3Y | +474.0% | -52.9% | +526.9% | +592.6% |
| All | +56.9% | -4.3% | +61.2% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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