+22.5%
KORU vs MLM
-11.4%
+33.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.4% | -7.6% | -7.9% |
| 7D | -24.3% | +9.1% | -33.4% | -32.8% |
| 30D | -54.2% | +14.6% | -68.9% | -62.5% |
| 3M | -45.4% | +0.3% | -45.7% | -45.3% |
| 6M | -66.5% | -7.5% | -59.0% | -62.2% |
| YTD | +14.9% | -10.2% | +25.1% | +24.5% |
| 1Y | +22.5% | -10.5% | +33.0% | +32.3% |
| All | +22.5% | -11.4% | +33.9% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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