+136.2%
KORU vs MP
+161.0%
-24.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.5% | -8.9% | -7.2% |
| 7D | +11.1% | +9.5% | +1.7% | +6.4% |
| 30D | -40.6% | -3.0% | -37.6% | -38.6% |
| 3M | -63.9% | -30.4% | -33.5% | -56.0% |
| 6M | -82.8% | -39.2% | -43.6% | -76.7% |
| YTD | -15.4% | -23.3% | +7.9% | +10.1% |
| 1Y | -3.3% | -32.6% | +29.4% | +28.9% |
| 3Y | +136.2% | +159.3% | -23.1% | +72.4% |
| All | +136.2% | +161.0% | -24.8% | +72.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling