+467.0%
KORU vs MOS
-15.9%
+483.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.1% | +0.2% |
| 7D | +24.3% | +7.1% | +17.2% | +20.0% |
| 30D | +37.3% | +15.0% | +22.3% | +26.8% |
| 3M | -32.8% | +24.1% | -56.9% | -40.7% |
| 6M | +36.9% | +2.7% | +34.2% | +27.9% |
| YTD | +162.6% | +12.2% | +150.4% | +139.4% |
| 1Y | +467.0% | -16.3% | +483.3% | +531.9% |
| All | +467.0% | -15.9% | +483.0% | +531.9% |
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