+22.5%
KORU vs MO
+45.9%
-23.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.4% | -6.7% | -1.7% |
| 7D | -24.3% | +6.9% | -31.2% | -8.9% |
| 30D | -54.2% | +14.9% | -69.1% | -31.2% |
| 3M | -45.4% | +16.4% | -61.9% | -12.0% |
| 6M | -66.5% | +9.6% | -76.0% | -42.3% |
| YTD | +14.9% | +41.8% | -27.0% | +131.0% |
| 1Y | +22.5% | +45.3% | -22.8% | +159.1% |
| All | +22.5% | +45.9% | -23.3% | +159.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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