+41.5%
NU vs KORU
+84.3%
-42.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +9.0% | -11.6% | -4.2% |
| 7D | -4.9% | -1.7% | -3.2% | -4.9% |
| 30D | +7.8% | +13.5% | -5.7% | +3.8% |
| 3M | +20.9% | -45.2% | +66.1% | +22.5% |
| 6M | +0.9% | +17.1% | -16.2% | -27.0% |
| YTD | -12.7% | +154.1% | -166.8% | -52.5% |
| 1Y | -6.4% | +375.7% | -382.1% | -59.6% |
| 3Y | +98.1% | +474.0% | -375.9% | -30.2% |
| All | +41.5% | +84.3% | -42.8% | -12.2% |
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