+485.3%
KORU vs MLM
+15.1%
+470.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.1% | +12.3% | +12.1% |
| 7D | +13.0% | -2.9% | +15.9% | +17.1% |
| 30D | +27.3% | -6.8% | +34.1% | +39.0% |
| 3M | -55.3% | -11.2% | -44.0% | -48.8% |
| 6M | +11.6% | -21.8% | +33.4% | +51.0% |
| YTD | +158.5% | -17.0% | +175.5% | +225.3% |
| 1Y | +482.2% | -16.4% | +498.5% | +617.2% |
| All | +485.3% | +15.1% | +470.2% | +379.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling