+82.1%
KORU vs MOS
-26.6%
+108.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.1% | +5.7% | +5.8% |
| 7D | -35.0% | +21.6% | -56.6% | -43.1% |
| 30D | -65.5% | +12.0% | -77.5% | -68.4% |
| 3M | -58.9% | -3.9% | -55.0% | -58.7% |
| 6M | -83.5% | -3.3% | -80.2% | -83.5% |
| YTD | -23.9% | -4.6% | -19.2% | -25.0% |
| 1Y | -12.4% | -7.0% | -5.5% | -13.7% |
| 3Y | +82.1% | -24.4% | +106.5% | +80.5% |
| All | +82.1% | -26.6% | +108.7% | +80.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling