+22.5%
KORU vs MMM
+22.1%
+0.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +9.5% | -14.8% | -14.7% |
| 7D | -24.3% | +12.2% | -36.6% | -33.9% |
| 30D | -54.2% | +18.8% | -73.1% | -63.5% |
| 3M | -45.4% | +7.4% | -52.8% | -49.5% |
| 6M | -66.5% | +38.3% | -104.8% | -79.7% |
| YTD | +14.9% | +22.9% | -8.0% | -15.6% |
| 1Y | +22.5% | +23.0% | -0.5% | -16.9% |
| All | +22.5% | +22.1% | +0.5% | -16.9% |
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