+318.1%
KORU vs MP
+459.3%
-141.2%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.5% | 0.0% | +0.9% |
| 7D | +24.3% | +3.0% | +21.3% | +22.8% |
| 30D | +37.3% | +8.3% | +29.0% | +32.8% |
| 3M | -32.8% | -3.8% | -29.0% | -29.0% |
| 6M | +36.9% | -4.9% | +41.8% | +52.4% |
| YTD | +162.6% | +9.6% | +153.0% | +180.6% |
| 1Y | +467.0% | -11.7% | +478.7% | +522.7% |
| 3Y | +522.4% | +158.5% | +363.9% | +301.7% |
| 5Y | +57.9% | +68.9% | -11.0% | +20.3% |
| All | +318.1% | +459.3% | -141.2% | +159.1% |
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