+47.5%
KORU vs MLM
+41.9%
+5.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.1% | +12.3% | +12.1% |
| 7D | +13.0% | -2.9% | +15.9% | +17.2% |
| 30D | +27.3% | -6.8% | +34.1% | +39.2% |
| 3M | -55.3% | -11.2% | -44.0% | -48.8% |
| 6M | +11.6% | -21.8% | +33.4% | +53.2% |
| YTD | +158.5% | -17.0% | +175.5% | +229.2% |
| 1Y | +482.2% | -16.4% | +498.5% | +626.3% |
| 3Y | +471.9% | +14.5% | +457.4% | +387.8% |
| All | +47.5% | +41.9% | +5.6% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling