-35.4%
KORU vs MPC
+563.2%
-598.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +4.6% | +6.7% | +9.2% |
| 7D | -25.8% | -9.4% | -16.4% | -22.0% |
| 30D | -56.9% | -14.3% | -42.6% | -54.0% |
| 3M | -55.7% | +31.1% | -86.8% | -61.8% |
| 6M | -83.7% | +60.3% | -143.9% | -87.5% |
| YTD | -15.3% | +142.5% | -157.8% | -51.6% |
| 1Y | +3.4% | +104.6% | -101.2% | -34.1% |
| 3Y | +133.8% | +191.7% | -58.0% | +9.1% |
| 5Y | -35.4% | +549.2% | -584.6% | -84.9% |
| All | -35.4% | +563.2% | -598.6% | -84.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling