+33.3%
KORU vs MKC
+88.6%
-55.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.9% |
| 7D | +20.1% | -4.3% | +24.4% | +22.7% |
| 30D | +47.5% | -3.1% | +50.6% | +48.2% |
| 3M | -30.1% | +6.8% | -36.9% | -37.1% |
| 6M | +20.1% | -18.3% | +38.5% | +27.5% |
| YTD | +166.6% | -23.1% | +189.6% | +194.2% |
| 1Y | +458.9% | -23.7% | +482.6% | +511.5% |
| 3Y | +531.8% | -31.0% | +562.8% | +623.2% |
| 5Y | +67.7% | -33.5% | +101.2% | +92.1% |
| 10Y | +91.6% | +30.3% | +61.3% | +18.5% |
| All | +33.3% | +88.6% | -55.2% | -42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling