+13.3%
KORU vs MCHP
+11.3%
+2.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.0% | -10.6% | -8.2% |
| 7D | +2.3% | -2.1% | +4.4% | +8.0% |
| 30D | +20.0% | -11.1% | +31.1% | +57.3% |
| 3M | -32.7% | -18.1% | -14.6% | +33.1% |
| 6M | +13.3% | +10.8% | +2.5% | +5.0% |
| All | +13.3% | +11.3% | +2.0% | +5.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling