+474.0%
KORU vs MET
+66.8%
+407.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.6% | +8.8% |
| 7D | -1.7% | -0.5% | -1.2% | -1.5% |
| 30D | +13.5% | +0.5% | +13.0% | +12.6% |
| 3M | -45.2% | +11.6% | -56.8% | -51.3% |
| 6M | +17.1% | +40.8% | -23.7% | -16.3% |
| YTD | +154.1% | +25.7% | +128.5% | +97.9% |
| 1Y | +375.7% | +24.4% | +351.3% | +269.3% |
| 3Y | +474.0% | +67.5% | +406.6% | +221.7% |
| All | +474.0% | +66.8% | +407.3% | +221.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling