+22.5%
KORU vs MOS
-16.2%
+38.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +17.4% | -22.6% | -12.4% |
| 7D | -24.3% | +17.9% | -42.3% | -30.4% |
| 30D | -54.2% | +1.6% | -55.8% | -54.3% |
| 3M | -45.4% | -4.0% | -41.5% | -43.9% |
| 6M | -66.5% | -4.1% | -62.3% | -65.4% |
| YTD | +14.9% | -7.8% | +22.7% | +19.5% |
| 1Y | +22.5% | -15.6% | +38.1% | +33.0% |
| All | +22.5% | -16.2% | +38.7% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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