+56.9%
KORU vs MO
+99.8%
-42.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +9.0% |
| 7D | -1.7% | +0.1% | -1.8% | -1.6% |
| 30D | +13.5% | +7.1% | +6.4% | +15.4% |
| 3M | -45.2% | -2.0% | -43.2% | -45.6% |
| 6M | +17.1% | +7.3% | +9.8% | +9.9% |
| YTD | +154.1% | +23.5% | +130.7% | +124.8% |
| 1Y | +375.7% | +11.0% | +364.7% | +337.5% |
| 3Y | +474.0% | +95.0% | +379.0% | +239.4% |
| All | +56.9% | +99.8% | -42.9% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling