+482.2%
KORU vs NXT
+26.2%
+455.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.2% | +12.2% | +12.2% |
| 7D | +13.0% | -1.1% | +14.1% | +14.1% |
| 30D | +27.3% | -15.3% | +42.6% | +52.7% |
| 3M | -55.3% | -43.8% | -11.5% | -12.8% |
| 6M | +11.6% | -18.7% | +30.3% | +69.6% |
| YTD | +158.5% | -3.0% | +161.5% | +260.8% |
| 1Y | +482.2% | +22.7% | +459.4% | +684.4% |
| All | +482.2% | +26.2% | +455.9% | +684.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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