+103.5%
NU vs KORU
+431.1%
-327.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -12.5% | +12.7% | +1.5% |
| 7D | -4.2% | +2.3% | -6.5% | -4.7% |
| 30D | +10.0% | +20.0% | -10.0% | +6.7% |
| 3M | +29.3% | -32.7% | +62.0% | +26.2% |
| 6M | +0.9% | +13.3% | -12.4% | -18.4% |
| YTD | -10.3% | +133.2% | -143.5% | -39.6% |
| 1Y | -3.2% | +357.3% | -360.4% | -45.0% |
| All | +103.5% | +431.1% | -327.6% | +6.7% |
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