+31.4%
KORU vs MET
+344.2%
-312.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.7% | +3.7% |
| 7D | +24.3% | +1.1% | +23.2% | +22.6% |
| 30D | +37.3% | -2.3% | +39.6% | +39.4% |
| 3M | -32.8% | +13.9% | -46.7% | -44.7% |
| 6M | +36.9% | +34.8% | +2.1% | -6.2% |
| YTD | +162.6% | +23.5% | +139.1% | +95.0% |
| 1Y | +467.0% | +23.4% | +443.6% | +316.3% |
| 3Y | +522.4% | +64.9% | +457.5% | +231.8% |
| 5Y | +57.9% | +82.0% | -24.2% | -22.4% |
| 10Y | +70.8% | +244.4% | -173.6% | -53.4% |
| All | +31.4% | +344.2% | -312.8% | -70.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling