+20.1%
KORU vs NWSA
+22.1%
-2.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +0.4% |
| 7D | +20.1% | -3.4% | +23.5% | +13.9% |
| 30D | +47.5% | +3.9% | +43.5% | +59.1% |
| 3M | -30.1% | +8.9% | -38.9% | -6.4% |
| 6M | +20.1% | +21.2% | -1.0% | +7.2% |
| All | +20.1% | +22.1% | -2.0% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 6mo: compounded portfolio wealth divided by compounded NWSA 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…
6mo analysis · Full analysis span regression · 6 months rolling