+482.2%
KORU vs MMM
+12.8%
+469.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +13.3% |
| 7D | +13.0% | -3.3% | +16.3% | +17.3% |
| 30D | +27.3% | -7.0% | +34.3% | +37.6% |
| 3M | -55.3% | +10.8% | -66.1% | -60.8% |
| 6M | +11.6% | +5.8% | +5.8% | +0.1% |
| YTD | +158.5% | +6.8% | +151.8% | +135.4% |
| 1Y | +482.2% | +10.4% | +471.8% | +421.8% |
| All | +482.2% | +12.8% | +469.4% | +421.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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