+22.5%
KORU vs MDT
+20.2%
+2.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +6.1% | -11.4% | +1.6% |
| 7D | -24.3% | +10.7% | -35.1% | -14.7% |
| 30D | -54.2% | +19.3% | -73.5% | -43.2% |
| 3M | -45.4% | +22.8% | -68.2% | -30.1% |
| 6M | -66.5% | +36.4% | -102.8% | -55.7% |
| YTD | +14.9% | +12.1% | +2.8% | +101.3% |
| 1Y | +22.5% | +19.9% | +2.6% | +120.5% |
| All | +22.5% | +20.2% | +2.3% | +120.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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