+482.2%
KORU vs MCK
+32.0%
+450.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.5% | +14.9% | +11.8% |
| 7D | +13.0% | +1.7% | +11.3% | +15.6% |
| 30D | +27.3% | +3.6% | +23.7% | +34.0% |
| 3M | -55.3% | +20.1% | -75.4% | -42.6% |
| 6M | +11.6% | -7.0% | +18.6% | +49.5% |
| YTD | +158.5% | +11.0% | +147.5% | +260.0% |
| 1Y | +482.2% | +31.8% | +450.3% | +846.0% |
| All | +482.2% | +32.0% | +450.2% | +846.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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