+55.4%
KORU vs MOS
-9.5%
+64.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.4% | +12.0% | +12.7% |
| 7D | +13.0% | +9.5% | +3.5% | +7.6% |
| 30D | +27.3% | +10.4% | +16.9% | +20.2% |
| 3M | -55.3% | +12.9% | -68.2% | -58.0% |
| 6M | +11.6% | +1.2% | +10.4% | +8.9% |
| YTD | +158.5% | +9.3% | +149.2% | +143.0% |
| 1Y | +482.2% | -18.0% | +500.1% | +528.8% |
| 3Y | +471.9% | -29.0% | +500.9% | +532.7% |
| All | +55.4% | -9.5% | +64.9% | +18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling