+20.1%
KORU vs MDY
+10.5%
+9.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +10.8% |
| 7D | +20.1% | -0.8% | +20.9% | +27.4% |
| 30D | +47.5% | -3.9% | +51.3% | +113.5% |
| 3M | -30.1% | 0.0% | -30.0% | -15.0% |
| 6M | +20.1% | +8.5% | +11.6% | +1.1% |
| All | +20.1% | +10.5% | +9.6% | +1.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling