+47.5%
KORU vs MP
+58.1%
-10.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.4% | +12.0% | +12.7% |
| 7D | +13.0% | -2.9% | +15.9% | +14.8% |
| 30D | +27.3% | +13.8% | +13.5% | +19.1% |
| 3M | -55.3% | -16.7% | -38.6% | -47.9% |
| 6M | +11.6% | -11.5% | +23.1% | +30.3% |
| YTD | +158.5% | +7.9% | +150.6% | +180.4% |
| 1Y | +482.2% | -15.0% | +497.2% | +554.9% |
| 3Y | +471.9% | +153.5% | +318.4% | +220.5% |
| All | +47.5% | +58.1% | -10.6% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling