+27.1%
KORU vs MOH
+538.6%
-511.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +2.0% | +7.0% | +8.3% |
| 7D | -1.7% | +1.7% | -3.4% | -2.4% |
| 30D | +13.5% | -0.9% | +14.4% | +13.2% |
| 3M | -45.2% | +5.7% | -50.9% | -47.4% |
| 6M | +17.1% | +39.1% | -22.0% | -1.0% |
| YTD | +154.1% | +17.7% | +136.5% | +123.2% |
| 1Y | +375.7% | +8.4% | +367.3% | +322.2% |
| 3Y | +474.0% | -36.6% | +510.6% | +474.8% |
| 5Y | +60.4% | -19.1% | +79.5% | +39.6% |
| 10Y | +82.6% | +262.8% | -180.2% | -17.0% |
| All | +27.1% | +538.6% | -511.5% | -48.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling