+22.5%
KORU vs MP
-35.7%
+58.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -5.1% | -0.2% | +0.5% |
| 7D | -24.3% | -12.5% | -11.8% | -11.5% |
| 30D | -54.2% | -23.3% | -30.9% | -37.8% |
| 3M | -45.4% | -24.4% | -21.1% | -26.4% |
| 6M | -66.5% | -45.8% | -20.7% | -27.8% |
| YTD | +14.9% | -28.9% | +43.8% | +113.8% |
| 1Y | +22.5% | -34.6% | +57.1% | +129.0% |
| All | +22.5% | -35.7% | +58.2% | +129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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