-8.2%
NFLX vs KORU
-32.1%
+24.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.9% | +2.1% | -2.5% |
| 7D | -4.4% | +24.3% | -28.7% | -5.9% |
| 30D | -11.0% | -44.8% | +33.8% | -8.6% |
| 3M | -15.5% | -60.0% | +44.5% | -12.5% |
| 6M | -28.5% | -78.7% | +50.2% | -27.9% |
| YTD | -33.1% | -10.6% | -22.6% | -51.6% |
| 1Y | -45.8% | -3.8% | -42.0% | -61.6% |
| 3Y | +40.2% | +142.0% | -101.8% | -28.7% |
| 5Y | -8.2% | -33.1% | +24.9% | -42.4% |
| All | -8.2% | -32.1% | +24.0% | -42.4% |
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