+482.2%
KORU vs MO
+10.1%
+472.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +11.6% |
| 7D | +13.0% | +0.3% | +12.7% | +14.3% |
| 30D | +27.3% | +0.6% | +26.6% | +31.7% |
| 3M | -55.3% | -1.0% | -54.3% | -49.9% |
| 6M | +11.6% | +4.3% | +7.3% | +30.4% |
| YTD | +158.5% | +23.3% | +135.3% | +243.7% |
| 1Y | +482.2% | +10.5% | +471.7% | +570.4% |
| All | +482.2% | +10.1% | +472.1% | +570.4% |
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