+790.0%
NOW vs KORU
+70.2%
+719.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.6% | -6.6% | -5.2% |
| 7D | -6.1% | +24.3% | -30.4% | -8.8% |
| 30D | +7.5% | +37.3% | -29.9% | +1.9% |
| 3M | +17.5% | -32.8% | +50.3% | +12.6% |
| 6M | +7.9% | +36.9% | -29.0% | -18.0% |
| YTD | -12.4% | +162.6% | -175.0% | -44.9% |
| 1Y | -28.6% | +467.0% | -495.6% | -63.0% |
| 3Y | +11.8% | +522.4% | -510.5% | -48.6% |
| 5Y | +2.6% | +57.9% | -55.2% | -41.5% |
| 10Y | +790.0% | +70.8% | +719.2% | +300.6% |
| All | +790.0% | +70.2% | +719.8% | +300.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling