-8.2%
KORU vs MOS
-8.6%
+0.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.8% | +9.5% | +10.6% |
| 7D | -25.8% | +19.7% | -45.5% | -31.8% |
| 30D | -56.9% | +21.5% | -78.4% | -61.0% |
| 3M | -55.7% | -0.4% | -55.3% | -55.0% |
| 6M | -83.7% | +4.5% | -88.2% | -83.8% |
| YTD | -15.3% | -2.9% | -12.4% | -12.4% |
| All | -8.2% | -8.6% | +0.5% | -4.4% |
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