+458.9%
KORU vs MOD
+34.0%
+424.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.3% | +4.8% | +5.7% |
| 7D | +20.1% | +3.6% | +16.5% | +15.0% |
| 30D | +47.5% | -2.6% | +50.1% | +55.2% |
| 3M | -30.1% | -33.1% | +3.1% | +30.5% |
| 6M | +20.1% | -7.5% | +27.6% | +95.8% |
| YTD | +166.6% | +39.3% | +127.3% | +281.4% |
| 1Y | +458.9% | +34.3% | +424.7% | +694.3% |
| All | +458.9% | +34.0% | +424.9% | +694.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOD.
Daily Out/Under-Performance
Portfolio return minus MOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOD 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 MOD 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