+22.5%
KORU vs MDB
-8.5%
+31.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.1% | -3.2% | -4.3% |
| 7D | -24.3% | -16.5% | -7.8% | -17.5% |
| 30D | -54.2% | -8.6% | -45.6% | -51.6% |
| 3M | -45.4% | -13.6% | -31.9% | -42.9% |
| 6M | -66.5% | +24.1% | -90.5% | -71.3% |
| YTD | +14.9% | -21.8% | +36.7% | +20.0% |
| 1Y | +22.5% | -7.7% | +30.3% | +20.3% |
| All | +22.5% | -8.5% | +31.1% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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