+91.6%
KORU vs MPC
+1,153.9%
-1,062.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.2% |
| 7D | +20.1% | +3.2% | +16.9% | +17.4% |
| 30D | +47.5% | +25.0% | +22.4% | +24.4% |
| 3M | -30.1% | +55.2% | -85.2% | -51.5% |
| 6M | +20.1% | +86.4% | -66.3% | -30.3% |
| YTD | +166.6% | +148.5% | +18.1% | +21.5% |
| 1Y | +458.9% | +121.7% | +337.2% | +179.0% |
| 3Y | +531.8% | +172.9% | +358.9% | +146.3% |
| 5Y | +67.7% | +679.9% | -612.2% | -74.2% |
| 10Y | +91.6% | +1,174.7% | -1,083.2% | -79.2% |
| All | +91.6% | +1,153.9% | -1,062.4% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded MPC 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling