-36.9%
KORU vs MPWR
+155.3%
-192.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.9% | -1.5% | -1.5% |
| 7D | +11.1% | +16.8% | -5.7% | -4.5% |
| 30D | -40.6% | +11.9% | -52.5% | -43.8% |
| 3M | -63.9% | +2.2% | -66.1% | -60.9% |
| 6M | -82.8% | -15.5% | -67.3% | -74.0% |
| YTD | -15.4% | +54.2% | -69.6% | -12.6% |
| 1Y | -3.3% | +51.5% | -54.7% | +1.5% |
| 3Y | +136.2% | +180.2% | -44.0% | +40.7% |
| All | -36.9% | +155.3% | -192.2% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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