+56.9%
KORU vs NXPI
+20.7%
+36.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXPI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.5% | +4.5% | +3.8% |
| 7D | -1.7% | +3.9% | -5.6% | -6.0% |
| 30D | +13.5% | +1.4% | +12.2% | +12.5% |
| 3M | -45.2% | -21.5% | -23.7% | -19.0% |
| 6M | +17.1% | +19.4% | -2.3% | +16.7% |
| YTD | +154.1% | +9.9% | +144.2% | +179.1% |
| 1Y | +375.7% | +7.9% | +367.8% | +432.7% |
| 3Y | +474.0% | +22.7% | +451.3% | +439.7% |
| All | +56.9% | +20.7% | +36.2% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NXPI.
Daily Out/Under-Performance
Portfolio return minus NXPI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXPI 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 5y: compounded portfolio wealth divided by compounded NXPI 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…
5y analysis · Full analysis span regression · 6 months rolling