+50.6%
KORU vs MDLN
+15.3%
+35.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +18.4% | -23.6% | -6.7% |
| 7D | -24.3% | +24.7% | -49.0% | -26.1% |
| 30D | -54.2% | +12.7% | -66.9% | -54.5% |
| 3M | -45.4% | -4.0% | -41.4% | -45.5% |
| 6M | -66.5% | -8.7% | -57.8% | -65.7% |
| YTD | +14.9% | -3.9% | +18.8% | +28.4% |
| All | +50.6% | +15.3% | +35.3% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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