+375.7%
KORU vs MDT
+1.7%
+373.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.7% | +9.7% | +8.4% |
| 7D | -1.7% | -3.4% | +1.7% | -4.5% |
| 30D | +13.5% | +0.2% | +13.3% | +14.7% |
| 3M | -45.2% | +14.3% | -59.5% | -40.0% |
| 6M | +17.1% | +4.0% | +13.1% | +53.2% |
| YTD | +154.1% | -3.7% | +157.8% | +247.4% |
| 1Y | +375.7% | -0.4% | +376.0% | +591.7% |
| All | +375.7% | +1.7% | +373.9% | +591.7% |
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