+458.9%
KORU vs MCD
-16.5%
+475.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | -0.1% |
| 7D | +20.1% | -2.9% | +23.0% | +14.6% |
| 30D | +47.5% | -6.7% | +54.2% | +32.9% |
| 3M | -30.1% | -9.6% | -20.5% | -36.1% |
| 6M | +20.1% | -22.3% | +42.4% | +14.6% |
| YTD | +166.6% | -15.4% | +182.0% | +173.3% |
| 1Y | +458.9% | -16.8% | +475.7% | +465.2% |
| All | +458.9% | -16.5% | +475.4% | +465.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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