+248.8%
NBIS vs KORU
+487.7%
-238.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +13.4% | -6.0% | +3.3% |
| 7D | +8.2% | +13.0% | -4.8% | +4.1% |
| 30D | +3.4% | +27.3% | -23.9% | -4.8% |
| 3M | -12.8% | -55.3% | +42.5% | -5.7% |
| 6M | +131.5% | +11.6% | +119.9% | +81.1% |
| YTD | +170.5% | +158.5% | +11.9% | +55.0% |
| 1Y | +248.8% | +482.2% | -233.4% | +81.5% |
| All | +248.8% | +487.7% | -238.9% | +81.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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