+398.8%
KORU vs NXT
+173.5%
+225.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.9% | +7.1% | +7.9% |
| 7D | -1.7% | -1.9% | +0.2% | -0.6% |
| 30D | +13.5% | -20.0% | +33.6% | +29.4% |
| 3M | -45.2% | -30.7% | -14.5% | -28.7% |
| 6M | +17.1% | -29.0% | +46.1% | +56.5% |
| YTD | +154.1% | -4.8% | +159.0% | +208.0% |
| 1Y | +375.7% | +22.8% | +352.9% | +432.0% |
| 3Y | +474.0% | +93.9% | +380.1% | +411.1% |
| All | +398.8% | +173.5% | +225.4% | +325.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling