+49.8%
KORU vs MP
+271.0%
-221.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.7% | +17.7% | +18.1% |
| 7D | -18.1% | +2.3% | -20.4% | -17.5% |
| 30D | -45.7% | -15.3% | -30.5% | -40.4% |
| 3M | -51.6% | -33.5% | -18.1% | -40.8% |
| 6M | -82.6% | -45.5% | -37.1% | -75.6% |
| YTD | -5.9% | -27.3% | +21.4% | +22.7% |
| 1Y | +3.3% | -40.7% | +44.0% | +42.2% |
| 3Y | +154.5% | +145.9% | +8.6% | +76.2% |
| 5Y | -26.6% | -13.9% | -12.7% | -28.1% |
| All | +49.8% | +271.0% | -221.2% | +13.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling