+56.9%
KORU vs MDY
+46.3%
+10.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +6.8% |
| 7D | -1.7% | -1.9% | +0.2% | +3.6% |
| 30D | +13.5% | -4.6% | +18.2% | +30.8% |
| 3M | -45.2% | -1.2% | -44.0% | -38.7% |
| 6M | +17.1% | +9.2% | +7.9% | +18.4% |
| YTD | +154.1% | +13.1% | +141.1% | +147.5% |
| 1Y | +375.7% | +13.0% | +362.7% | +367.7% |
| 3Y | +474.0% | +49.2% | +424.8% | +231.2% |
| All | +56.9% | +46.3% | +10.7% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 5y: compounded portfolio wealth divided by compounded MDY 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…
5y analysis · Full analysis span regression · 6 months rolling