+482.2%
KORU vs MDT
+5.4%
+476.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.1% | +12.3% | +14.4% |
| 7D | +13.0% | +3.2% | +9.8% | +16.1% |
| 30D | +27.3% | +9.5% | +17.8% | +37.6% |
| 3M | -55.3% | +16.0% | -71.3% | -49.3% |
| 6M | +11.6% | +0.2% | +11.4% | +53.4% |
| YTD | +158.5% | -0.3% | +158.8% | +259.5% |
| 1Y | +482.2% | +4.7% | +477.4% | +782.4% |
| All | +482.2% | +5.4% | +476.8% | +782.4% |
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