-31.7%
NKE vs KORU
+20.3%
-52.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -5.3% | +10.5% | +5.2% |
| 7D | +9.0% | -24.3% | +33.3% | +8.8% |
| 30D | +19.2% | -54.2% | +73.4% | +19.2% |
| 3M | -1.5% | -45.4% | +44.0% | -1.7% |
| 6M | -4.2% | -66.5% | +62.3% | -5.0% |
| YTD | -34.8% | +14.9% | -49.7% | -34.8% |
| 1Y | -31.7% | +22.5% | -54.2% | -31.4% |
| All | -31.7% | +20.3% | -52.0% | -31.4% |
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 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