+65.2%
KORU vs MMM
+27.3%
+37.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +2.2% |
| 7D | +24.3% | -1.6% | +25.9% | +26.1% |
| 30D | +37.3% | -8.0% | +45.3% | +48.0% |
| 3M | -32.8% | +9.4% | -42.2% | -38.3% |
| 6M | +36.9% | +10.2% | +26.7% | +26.4% |
| YTD | +162.6% | +6.1% | +156.5% | +152.0% |
| 1Y | +467.0% | +10.8% | +456.2% | +417.2% |
| 3Y | +522.4% | +104.8% | +417.6% | +205.9% |
| All | +65.2% | +27.3% | +37.9% | +45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling