+17.9%
NOW vs KORU
+518.0%
-500.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +13.4% | -16.4% | -3.3% |
| 7D | -2.4% | +13.0% | -15.4% | -2.7% |
| 30D | +20.5% | +27.3% | -6.8% | +19.5% |
| 3M | +18.3% | -55.3% | +73.6% | +19.9% |
| 6M | +24.1% | +11.6% | +12.5% | +13.4% |
| YTD | -7.8% | +158.5% | -166.3% | -27.0% |
| 1Y | -21.4% | +482.2% | -503.6% | -46.9% |
| All | +17.9% | +518.0% | -500.2% | -26.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling