+27.1%
KORU vs MKSI
+1,088.6%
-1,061.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.1% | +6.9% | +6.9% |
| 7D | -1.7% | +2.7% | -4.4% | -3.9% |
| 30D | +13.5% | -12.8% | +26.3% | +32.9% |
| 3M | -45.2% | -22.5% | -22.7% | -16.7% |
| 6M | +17.1% | +19.4% | -2.3% | +37.8% |
| YTD | +154.1% | +67.7% | +86.4% | +125.6% |
| 1Y | +375.7% | +131.4% | +244.3% | +214.3% |
| 3Y | +474.0% | +197.3% | +276.7% | +168.6% |
| 5Y | +60.4% | +87.0% | -26.5% | +15.1% |
| 10Y | +82.6% | +522.1% | -439.5% | -52.2% |
| All | +27.1% | +1,088.6% | -1,061.5% | -78.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling