+502.1%
KORU vs MDB
-6.2%
+508.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | +20.1% | -4.5% | +24.6% | +21.9% |
| 30D | +47.5% | -14.0% | +61.5% | +54.4% |
| 3M | -30.1% | +5.3% | -35.4% | -33.6% |
| 6M | +20.1% | +31.9% | -11.8% | +5.1% |
| YTD | +166.6% | -14.6% | +181.2% | +174.0% |
| 1Y | +458.9% | +8.2% | +450.7% | +427.9% |
| All | +502.1% | -6.2% | +508.3% | +474.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling