+33.3%
KORU vs MDY
+287.9%
-254.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +4.0% |
| 7D | +20.1% | -0.8% | +20.9% | +22.2% |
| 30D | +47.5% | -3.9% | +51.3% | +63.7% |
| 3M | -30.1% | 0.0% | -30.0% | -23.9% |
| 6M | +20.1% | +8.5% | +11.6% | +22.2% |
| YTD | +166.6% | +13.2% | +153.4% | +156.6% |
| 1Y | +458.9% | +15.0% | +443.9% | +424.9% |
| 3Y | +531.8% | +49.6% | +482.2% | +263.7% |
| 5Y | +67.7% | +46.0% | +21.7% | +15.7% |
| 10Y | +91.6% | +176.4% | -84.8% | -52.1% |
| All | +33.3% | +287.9% | -254.5% | -79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling