+357.7%
KORU vs NXT
+168.4%
+189.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.2% | -11.3% | -11.8% |
| 7D | +2.3% | -2.6% | +4.9% | +3.9% |
| 30D | +20.0% | -22.4% | +42.4% | +38.9% |
| 3M | -32.7% | -27.3% | -5.4% | -13.7% |
| 6M | +13.3% | -28.5% | +41.8% | +51.6% |
| YTD | +133.2% | -6.6% | +139.8% | +185.4% |
| 1Y | +357.3% | +20.4% | +336.9% | +416.6% |
| 3Y | +452.7% | +90.9% | +361.7% | +396.6% |
| All | +357.7% | +168.4% | +189.4% | +294.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling