+357.3%
KORU vs MMM
+8.3%
+349.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.9% | -11.6% | -11.5% |
| 7D | +2.3% | -3.2% | +5.6% | +6.2% |
| 30D | +20.0% | -10.7% | +30.7% | +35.6% |
| 3M | -32.7% | +4.3% | -37.0% | -36.3% |
| 6M | +13.3% | +5.9% | +7.4% | +2.8% |
| YTD | +133.2% | +3.2% | +130.0% | +120.6% |
| 1Y | +357.3% | +8.0% | +349.3% | +321.9% |
| All | +357.3% | +8.3% | +349.0% | +321.9% |
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