+47.5%
KORU vs MPWR
+153.3%
-105.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +12.6% |
| 7D | +13.0% | -2.6% | +15.6% | +16.1% |
| 30D | +27.3% | -9.0% | +36.3% | +41.4% |
| 3M | -55.3% | -25.8% | -29.5% | -30.1% |
| 6M | +11.6% | +11.8% | -0.2% | +34.0% |
| YTD | +158.5% | +35.5% | +123.0% | +177.6% |
| 1Y | +482.2% | +45.3% | +436.8% | +498.5% |
| 3Y | +471.9% | +138.5% | +333.5% | +259.0% |
| All | +47.5% | +153.3% | -105.8% | -24.5% |
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