-26.4%
NOW vs KORU
-42.6%
+16.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.8% | -6.2% | -0.9% |
| 7D | -3.0% | -35.0% | +32.0% | -0.1% |
| 30D | -26.0% | -65.5% | +39.5% | -20.3% |
| 3M | -13.1% | -58.9% | +45.8% | -9.4% |
| 6M | +14.5% | -83.5% | +98.0% | +18.0% |
| YTD | -33.4% | -23.9% | -9.6% | -53.6% |
| 1Y | -40.6% | -12.4% | -28.2% | -60.3% |
| 3Y | -16.3% | +82.1% | -98.4% | -59.3% |
| All | -26.4% | -42.6% | +16.2% | -53.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling