+13.3%
KORU vs MKSI
+19.0%
-5.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.3% | -10.2% | -7.3% |
| 7D | +2.3% | +4.9% | -2.6% | -7.2% |
| 30D | +20.0% | -11.0% | +31.0% | +59.7% |
| 3M | -32.7% | -17.1% | -15.6% | +13.7% |
| 6M | +13.3% | +16.4% | -3.1% | -0.8% |
| All | +13.3% | +19.0% | -5.7% | -0.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling