+482.2%
KORU vs MET
+24.0%
+458.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.6% | +15.1% | +12.9% |
| 7D | +13.0% | +1.2% | +11.8% | +13.2% |
| 30D | +27.3% | +1.4% | +25.9% | +28.1% |
| 3M | -55.3% | +17.7% | -73.0% | -56.2% |
| 6M | +11.6% | +35.0% | -23.4% | -6.4% |
| YTD | +158.5% | +26.3% | +132.3% | +121.5% |
| 1Y | +482.2% | +22.8% | +459.3% | +384.9% |
| All | +482.2% | +24.0% | +458.2% | +384.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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