+474.0%
KORU vs MKTX
-25.3%
+499.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.1% | +9.0% | +9.0% |
| 7D | -1.7% | -0.2% | -1.5% | -1.7% |
| 30D | +13.5% | +0.7% | +12.8% | +13.4% |
| 3M | -45.2% | +40.8% | -86.0% | -47.6% |
| 6M | +17.1% | -8.0% | +25.1% | +16.5% |
| YTD | +154.1% | -8.7% | +162.9% | +153.3% |
| 1Y | +375.7% | -11.8% | +387.5% | +379.2% |
| 3Y | +474.0% | -24.0% | +498.0% | +453.5% |
| All | +474.0% | -25.3% | +499.3% | +453.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling