+47.5%
KORU vs MNST
+80.0%
-32.5%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.6% | +14.0% | +13.9% |
| 7D | +13.0% | -6.5% | +19.5% | +19.2% |
| 30D | +27.3% | -7.2% | +34.5% | +32.6% |
| 3M | -55.3% | -1.0% | -54.3% | -57.4% |
| 6M | +11.6% | +11.5% | +0.1% | -3.2% |
| YTD | +158.5% | +14.3% | +144.2% | +122.0% |
| 1Y | +482.2% | +38.1% | +444.0% | +320.6% |
| 3Y | +471.9% | +55.0% | +416.9% | +265.2% |
| All | +47.5% | +80.0% | -32.5% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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