+502.1%
KORU vs MA
+38.6%
+463.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +20.1% | -3.5% | +23.6% | +20.9% |
| 30D | +47.5% | +0.8% | +46.7% | +46.6% |
| 3M | -30.1% | +14.8% | -44.8% | -34.8% |
| 6M | +20.1% | +10.0% | +10.1% | +13.2% |
| YTD | +166.6% | -0.1% | +166.7% | +171.0% |
| 1Y | +458.9% | -2.2% | +461.2% | +475.4% |
| All | +502.1% | +38.6% | +463.5% | +274.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling