+482.2%
KORU vs MCHP
+18.9%
+463.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.4% | +12.0% | +10.9% |
| 7D | +13.0% | +1.7% | +11.3% | +10.4% |
| 30D | +27.3% | -4.1% | +31.4% | +33.2% |
| 3M | -55.3% | -22.5% | -32.8% | -13.8% |
| 6M | +11.6% | +7.3% | +4.3% | +46.0% |
| YTD | +158.5% | +18.4% | +140.2% | +213.5% |
| 1Y | +482.2% | +18.1% | +464.0% | +643.7% |
| All | +482.2% | +18.9% | +463.2% | +643.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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