+474.0%
KORU vs MOH
-36.3%
+510.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.0% | +7.0% | +9.1% |
| 7D | -1.7% | +1.7% | -3.4% | -1.6% |
| 30D | +13.5% | -0.9% | +14.4% | +13.6% |
| 3M | -45.2% | +5.7% | -50.9% | -45.3% |
| 6M | +17.1% | +39.1% | -22.0% | +15.9% |
| YTD | +154.1% | +17.7% | +136.5% | +150.9% |
| 1Y | +375.7% | +8.4% | +367.3% | +372.4% |
| 3Y | +474.0% | -36.6% | +510.6% | +439.8% |
| All | +474.0% | -36.3% | +510.3% | +439.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 3y: compounded portfolio wealth divided by compounded MOH 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…
3y analysis · Full analysis span regression · 6 months rolling