+47.2%
KORU vs NWSA
+120.6%
-73.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.8% | -11.7% | -11.8% |
| 7D | +2.3% | -4.8% | +7.1% | +7.0% |
| 30D | +20.0% | +3.0% | +17.0% | +15.4% |
| 3M | -32.7% | +9.3% | -42.0% | -44.2% |
| 6M | +13.3% | +23.2% | -9.9% | -16.6% |
| YTD | +133.2% | +13.3% | +119.9% | +83.1% |
| 1Y | +357.3% | +2.9% | +354.4% | +290.3% |
| 3Y | +452.7% | +43.3% | +409.3% | +241.9% |
| 5Y | +47.2% | +40.9% | +6.3% | -6.3% |
| 10Y | +67.6% | +148.1% | -80.5% | -38.7% |
| All | +47.2% | +120.6% | -73.4% | -38.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling