+47.2%
KORU vs MET
+82.5%
-35.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.1% | -13.7% | -13.5% |
| 7D | +2.3% | -2.5% | +4.8% | +4.1% |
| 30D | +20.0% | 0.0% | +20.0% | +19.0% |
| 3M | -32.7% | +13.1% | -45.8% | -43.2% |
| 6M | +13.3% | +39.0% | -25.7% | -23.3% |
| YTD | +133.2% | +25.2% | +108.0% | +73.3% |
| 1Y | +357.3% | +25.6% | +331.6% | +233.9% |
| 3Y | +452.7% | +67.1% | +385.6% | +185.5% |
| 5Y | +47.2% | +85.1% | -37.9% | -31.3% |
| All | +47.2% | +82.5% | -35.3% | -31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling