-36.9%
KORU vs MP
-13.0%
-23.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +3.5% | -8.9% | -7.3% |
| 7D | +11.1% | +9.5% | +1.7% | +6.0% |
| 30D | -40.6% | -3.0% | -37.6% | -38.4% |
| 3M | -63.9% | -30.4% | -33.5% | -55.2% |
| 6M | -82.8% | -39.2% | -43.6% | -75.6% |
| YTD | -15.4% | -23.3% | +7.9% | +12.4% |
| 1Y | -3.3% | -32.6% | +29.4% | +33.4% |
| 3Y | +136.2% | +159.3% | -23.1% | +28.7% |
| All | -36.9% | -13.0% | -23.9% | -39.6% |
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