+22.5%
KORU vs MKTX
+5.4%
+17.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.2% | -5.3% |
| 7D | -24.3% | +0.5% | -24.8% | -24.4% |
| 30D | -54.2% | +1.0% | -55.2% | -54.3% |
| 3M | -45.4% | +2.5% | -47.9% | -45.8% |
| 6M | -66.5% | +8.0% | -74.5% | -70.2% |
| YTD | +14.9% | -7.3% | +22.2% | +1.3% |
| 1Y | +22.5% | +4.7% | +17.9% | +10.1% |
| All | +22.5% | +5.4% | +17.2% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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