-12.2%
KORU vs NVT
+694.8%
-707.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.1% | -10.4% | -9.9% |
| 7D | +2.3% | +2.0% | +0.3% | +0.2% |
| 30D | +20.0% | -7.2% | +27.2% | +33.4% |
| 3M | -32.7% | -0.9% | -31.8% | -19.8% |
| 6M | +13.3% | +42.6% | -29.3% | +4.2% |
| YTD | +133.2% | +52.9% | +80.3% | +108.5% |
| 1Y | +357.3% | +64.5% | +292.8% | +280.5% |
| 3Y | +452.7% | +178.0% | +274.7% | +140.9% |
| 5Y | +47.2% | +402.8% | -355.6% | -66.5% |
| All | -12.2% | +694.8% | -707.1% | -86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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