+149.7%
KORU vs MLM
+16.5%
+133.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.3% | -3.6% | -3.4% |
| 7D | +24.3% | -2.0% | +26.3% | +27.2% |
| 30D | -44.8% | +9.5% | -54.3% | -49.9% |
| 3M | -60.0% | -4.7% | -55.3% | -56.7% |
| 6M | -78.7% | -10.7% | -68.0% | -75.2% |
| YTD | -10.6% | -16.6% | +6.0% | +13.6% |
| 1Y | -3.8% | -15.4% | +11.6% | +20.5% |
| All | +149.7% | +16.5% | +133.2% | +97.4% |
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