+20.1%
KORU vs MKC
-18.2%
+38.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | 0.0% |
| 7D | +20.1% | -4.3% | +24.4% | +10.9% |
| 30D | +47.5% | -3.1% | +50.6% | +42.1% |
| 3M | -30.1% | +6.8% | -36.9% | -12.4% |
| 6M | +20.1% | -18.3% | +38.5% | +60.0% |
| All | +20.1% | -18.2% | +38.3% | +60.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 6mo: compounded portfolio wealth divided by compounded MKC 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…
6mo analysis · Full analysis span regression · 6 months rolling