+22.5%
KORU vs NVS
+37.6%
-15.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.6% | -8.9% | -5.1% |
| 7D | -24.3% | +5.7% | -30.0% | -24.1% |
| 30D | -54.2% | +17.1% | -71.3% | -54.6% |
| 3M | -45.4% | +7.6% | -53.1% | -45.9% |
| 6M | -66.5% | +14.1% | -80.5% | -71.3% |
| YTD | +14.9% | +23.3% | -8.4% | +3.9% |
| 1Y | +22.5% | +36.0% | -13.5% | +0.2% |
| All | +22.5% | +37.6% | -15.1% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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