+27.2%
NFLX vs KORU
+66.4%
-39.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.1% |
| 7D | -8.1% | +20.1% | -28.2% | -9.5% |
| 30D | -0.3% | +47.5% | -47.8% | -4.2% |
| 3M | -6.6% | -30.1% | +23.5% | -8.7% |
| 6M | -22.7% | +20.1% | -42.8% | -36.0% |
| YTD | -18.9% | +166.6% | -185.5% | -44.2% |
| 1Y | -39.8% | +458.9% | -498.8% | -65.5% |
| 3Y | +71.7% | +531.8% | -460.1% | -14.3% |
| 5Y | +27.2% | +67.7% | -40.4% | -24.5% |
| All | +27.2% | +66.4% | -39.2% | -24.5% |
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 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