+324.8%
NOK vs KORU
+35.0%
+289.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.6% | +4.6% | +5.9% |
| 7D | +7.3% | +24.3% | -17.0% | +2.9% |
| 30D | +13.8% | +37.3% | -23.5% | +6.2% |
| 3M | -27.0% | -32.8% | +5.8% | -27.4% |
| 6M | +37.6% | +36.9% | +0.7% | +11.0% |
| YTD | +64.6% | +162.6% | -98.0% | +13.4% |
| 1Y | +132.0% | +467.0% | -335.0% | +35.2% |
| 3Y | +183.7% | +522.4% | -338.7% | +49.1% |
| 5Y | +101.3% | +57.9% | +43.4% | +27.2% |
| 10Y | +122.4% | +70.8% | +51.6% | +8.1% |
| All | +324.8% | +35.0% | +289.8% | +99.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling