+482.2%
KORU vs MA
-1.7%
+483.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.5% | +11.9% |
| 7D | +13.0% | -2.7% | +15.7% | +8.8% |
| 30D | +27.3% | +1.5% | +25.7% | +32.1% |
| 3M | -55.3% | +20.4% | -75.7% | -41.5% |
| 6M | +11.6% | +11.1% | +0.5% | +42.5% |
| YTD | +158.5% | +2.0% | +156.6% | +221.5% |
| 1Y | +482.2% | -2.2% | +484.3% | +649.9% |
| All | +482.2% | -1.7% | +483.9% | +649.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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