+33.3%
KORU vs MCHP
+445.7%
-412.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.1% |
| 7D | +20.1% | +0.3% | +19.8% | +19.8% |
| 30D | +47.5% | -9.8% | +57.2% | +65.6% |
| 3M | -30.1% | -19.7% | -10.4% | +2.1% |
| 6M | +20.1% | +13.6% | +6.6% | +32.6% |
| YTD | +166.6% | +16.5% | +150.1% | +189.8% |
| 1Y | +458.9% | +15.7% | +443.2% | +508.7% |
| 3Y | +531.8% | 0.0% | +531.8% | +620.0% |
| 5Y | +67.7% | +4.4% | +63.3% | +87.0% |
| 10Y | +91.6% | +201.4% | -109.8% | -20.1% |
| All | +33.3% | +445.7% | -412.3% | -69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling