+482.2%
KORU vs MGY
+15.5%
+466.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.5% | +14.9% | +12.6% |
| 7D | +13.0% | +2.1% | +10.9% | +14.5% |
| 30D | +27.3% | +13.8% | +13.5% | +38.3% |
| 3M | -55.3% | -4.3% | -51.0% | -54.6% |
| 6M | +11.6% | -5.1% | +16.7% | +3.6% |
| YTD | +158.5% | +24.8% | +133.7% | +99.6% |
| 1Y | +482.2% | +11.8% | +470.3% | +366.5% |
| All | +482.2% | +15.5% | +466.6% | +366.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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