+474.0%
KORU vs MCHP
0.0%
+474.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.7% | +5.3% | +5.0% |
| 7D | -1.7% | 0.0% | -1.7% | -1.4% |
| 30D | +13.5% | -6.0% | +19.6% | +23.1% |
| 3M | -45.2% | -19.7% | -25.5% | -21.3% |
| 6M | +17.1% | +14.0% | +3.1% | +34.8% |
| YTD | +154.1% | +18.4% | +135.7% | +187.6% |
| 1Y | +375.7% | +17.1% | +358.6% | +443.1% |
| 3Y | +474.0% | +0.7% | +473.3% | +620.7% |
| All | +474.0% | 0.0% | +474.0% | +620.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling