-3.8%
KORU vs MAS
+38.6%
-42.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.3% |
| 7D | +24.3% | +1.2% | +23.2% | +23.0% |
| 30D | -44.8% | +21.6% | -66.4% | -57.7% |
| 3M | -60.0% | +14.1% | -74.2% | -66.5% |
| 6M | -78.7% | +22.6% | -101.3% | -84.1% |
| YTD | -10.6% | +35.4% | -46.0% | -43.0% |
| 1Y | -3.8% | +37.5% | -41.3% | -38.7% |
| All | -3.8% | +38.6% | -42.4% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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