+56.9%
KORU vs MKSI
+84.1%
-27.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.1% | +6.9% | +6.7% |
| 7D | -1.7% | +2.7% | -4.4% | -4.1% |
| 30D | +13.5% | -12.8% | +26.3% | +34.0% |
| 3M | -45.2% | -22.5% | -22.7% | -15.3% |
| 6M | +17.1% | +19.4% | -2.3% | +41.1% |
| YTD | +154.1% | +67.7% | +86.4% | +136.0% |
| 1Y | +375.7% | +131.4% | +244.3% | +237.1% |
| 3Y | +474.0% | +197.3% | +276.7% | +195.9% |
| All | +56.9% | +84.1% | -27.2% | +33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling