+22.5%
KORU vs MET
+35.0%
-12.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.2% | -7.5% | -4.3% |
| 7D | -24.3% | +3.9% | -28.2% | -23.0% |
| 30D | -54.2% | +6.8% | -61.0% | -52.7% |
| 3M | -45.4% | +7.7% | -53.1% | -43.5% |
| 6M | -66.5% | +32.9% | -99.4% | -70.4% |
| YTD | +14.9% | +33.9% | -19.0% | -6.4% |
| 1Y | +22.5% | +33.0% | -10.5% | -0.3% |
| All | +22.5% | +35.0% | -12.5% | -0.3% |
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