+22.5%
KORU vs MKSI
+40.1%
-17.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.0% | -0.3% | +4.1% |
| 7D | -24.3% | -10.7% | -13.6% | -5.6% |
| 30D | -54.2% | -30.5% | -23.7% | -5.8% |
| 3M | -45.4% | -39.2% | -6.3% | +49.1% |
| 6M | -66.5% | -33.0% | -33.4% | +9.0% |
| YTD | +14.9% | +22.3% | -7.4% | +134.6% |
| 1Y | +22.5% | +42.7% | -20.1% | +141.0% |
| All | +22.5% | +40.1% | -17.6% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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