+27.1%
KORU vs MCK
+804.1%
-777.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +8.9% |
| 7D | -1.7% | -2.9% | +1.2% | -0.4% |
| 30D | +13.5% | +0.4% | +13.1% | +12.8% |
| 3M | -45.2% | +12.1% | -57.3% | -50.3% |
| 6M | +17.1% | -5.4% | +22.6% | +13.2% |
| YTD | +154.1% | +7.8% | +146.4% | +127.7% |
| 1Y | +375.7% | +22.9% | +352.7% | +288.7% |
| 3Y | +474.0% | +110.7% | +363.3% | +211.5% |
| 5Y | +60.4% | +346.2% | -285.8% | -49.8% |
| 10Y | +82.6% | +440.1% | -357.5% | -51.3% |
| All | +27.1% | +804.1% | -777.0% | -74.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling