+16.5%
KORU vs MDB
+38.5%
-22.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -4.1% | +17.5% | +14.9% |
| 7D | +13.0% | -17.4% | +30.4% | +20.9% |
| 30D | +27.3% | -2.0% | +29.3% | +25.2% |
| 3M | -55.3% | -3.0% | -52.3% | -53.1% |
| All | +16.5% | +38.5% | -22.0% | +14.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling