+525.5%
NOW vs KORU
-27.9%
+553.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.3% | -10.5% | -0.6% |
| 7D | -3.1% | -25.8% | +22.8% | -0.6% |
| 30D | -27.0% | -56.9% | +29.9% | -20.7% |
| 3M | -17.7% | -55.7% | +38.0% | -13.4% |
| 6M | +12.7% | -83.7% | +96.4% | +19.9% |
| YTD | -32.9% | -15.3% | -17.6% | -53.1% |
| 1Y | -40.4% | +3.4% | -43.7% | -60.4% |
| 3Y | -17.1% | +133.8% | -150.9% | -58.7% |
| 5Y | -25.7% | -35.4% | +9.7% | -54.8% |
| All | +525.5% | -27.9% | +553.4% | +201.1% |
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