-24.1%
NU vs KORU
+20.3%
-44.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.3% | +8.5% | +3.6% |
| 7D | +0.2% | -24.3% | +24.5% | +2.0% |
| 30D | -21.0% | -54.2% | +33.2% | -17.0% |
| 3M | -16.3% | -45.4% | +29.1% | -14.1% |
| 6M | -15.3% | -66.5% | +51.1% | -17.4% |
| YTD | -28.4% | +14.9% | -43.3% | -42.3% |
| 1Y | -24.1% | +22.5% | -46.7% | -38.9% |
| All | -24.1% | +20.3% | -44.5% | -38.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling