+502.1%
KORU vs MMM
+99.5%
+402.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +2.9% |
| 7D | +20.1% | -2.6% | +22.7% | +22.5% |
| 30D | +47.5% | -9.3% | +56.8% | +58.5% |
| 3M | -30.1% | +5.6% | -35.6% | -33.0% |
| 6M | +20.1% | +9.5% | +10.7% | +13.1% |
| YTD | +166.6% | +4.1% | +162.5% | +160.7% |
| 1Y | +458.9% | +9.4% | +449.6% | +425.1% |
| All | +502.1% | +99.5% | +402.6% | +291.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling