+1,022.8%
NBIS vs KORU
+670.8%
+351.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +9.0% | -10.5% | -4.7% |
| 7D | -0.8% | -1.7% | +0.9% | -0.6% |
| 30D | -13.4% | +13.5% | -26.9% | -19.1% |
| 3M | +1.0% | -45.2% | +46.2% | +10.0% |
| 6M | +100.5% | +17.1% | +83.4% | +38.0% |
| YTD | +168.3% | +154.1% | +14.1% | +16.0% |
| 1Y | +151.8% | +375.7% | -223.9% | -26.9% |
| All | +1,022.8% | +670.8% | +351.9% | +138.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling