+482.2%
KORU vs NVTS
+109.2%
+372.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +6.3% | +7.1% | +9.4% |
| 7D | +13.0% | +2.7% | +10.3% | +11.6% |
| 30D | +27.3% | -4.5% | +31.7% | +33.0% |
| 3M | -55.3% | -61.5% | +6.2% | -15.6% |
| 6M | +11.6% | +28.0% | -16.4% | +19.2% |
| YTD | +158.5% | +65.3% | +93.3% | +150.1% |
| 1Y | +482.2% | +113.0% | +369.2% | +459.9% |
| All | +482.2% | +109.2% | +372.9% | +459.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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