-19.9%
NOW vs KORU
+138.6%
-158.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +1.7% |
| 7D | +0.3% | +11.1% | -10.9% | 0.0% |
| 30D | -27.0% | -40.6% | +13.6% | -26.3% |
| 3M | -19.6% | -63.9% | +44.2% | -18.7% |
| 6M | +17.5% | -82.8% | +100.3% | +19.0% |
| YTD | -33.3% | -15.4% | -17.9% | -46.1% |
| 1Y | -39.8% | -3.3% | -36.6% | -52.6% |
| 3Y | -19.9% | +136.2% | -156.1% | -51.0% |
| All | -19.9% | +138.6% | -158.5% | -51.0% |
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