+29.3%
KORU vs MPC
+1,242.2%
-1,212.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.1% | +13.2% |
| 7D | +13.0% | +5.4% | +7.6% | +8.8% |
| 30D | +27.3% | +31.0% | -3.7% | +4.4% |
| 3M | -55.3% | +46.0% | -101.3% | -66.5% |
| 6M | +11.6% | +77.3% | -65.7% | -30.5% |
| YTD | +158.5% | +141.9% | +16.6% | +26.9% |
| 1Y | +482.2% | +120.9% | +361.2% | +205.7% |
| 3Y | +471.9% | +182.7% | +289.2% | +133.4% |
| 5Y | +41.1% | +646.4% | -605.3% | -73.1% |
| 10Y | +80.2% | +1,138.7% | -1,058.5% | -76.4% |
| All | +29.3% | +1,242.2% | -1,212.9% | -84.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling