+57.9%
KORU vs MPC
+655.4%
-597.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +0.5% |
| 7D | +24.3% | +3.9% | +20.4% | +22.1% |
| 30D | +37.3% | +33.8% | +3.6% | +18.4% |
| 3M | -32.8% | +49.9% | -82.6% | -46.0% |
| 6M | +36.9% | +80.9% | -44.0% | -4.3% |
| YTD | +162.6% | +147.4% | +15.2% | +49.1% |
| 1Y | +467.0% | +123.2% | +343.8% | +244.9% |
| 3Y | +522.4% | +171.7% | +350.6% | +207.4% |
| 5Y | +57.9% | +678.6% | -620.7% | -72.3% |
| All | +57.9% | +655.4% | -597.5% | -72.3% |
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