+515.7%
KORU vs MPC
+177.6%
+338.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.4% |
| 7D | +13.0% | +5.4% | +7.6% | +11.5% |
| 30D | +27.3% | +31.0% | -3.7% | +18.3% |
| 3M | -55.3% | +46.0% | -101.3% | -59.5% |
| 6M | +11.6% | +77.3% | -65.7% | -8.8% |
| YTD | +158.5% | +141.9% | +16.6% | +79.2% |
| 1Y | +482.2% | +120.9% | +361.2% | +325.1% |
| All | +515.7% | +177.6% | +338.1% | +278.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling