+16.6%
KORU vs MKTX
+395.1%
-378.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.1% | -12.4% | -12.5% |
| 7D | +2.3% | -0.2% | +2.5% | +2.4% |
| 30D | +20.0% | +0.8% | +19.2% | +19.5% |
| 3M | -32.7% | +41.1% | -73.9% | -43.8% |
| 6M | +13.3% | -9.5% | +22.9% | +16.4% |
| YTD | +133.2% | -8.7% | +141.9% | +137.3% |
| 1Y | +357.3% | -10.0% | +367.2% | +361.7% |
| 3Y | +452.7% | -24.6% | +477.3% | +477.7% |
| 5Y | +47.2% | -60.3% | +107.5% | +116.4% |
| 10Y | +67.6% | +5.0% | +62.5% | +51.0% |
| All | +16.6% | +395.1% | -378.5% | -49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling