+482.2%
KORU vs MRK
+84.5%
+397.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.3% | +14.8% | +13.3% |
| 7D | +13.0% | +1.3% | +11.7% | +13.2% |
| 30D | +27.3% | +17.1% | +10.1% | +31.3% |
| 3M | -55.3% | +25.9% | -81.2% | -52.2% |
| 6M | +11.6% | +26.8% | -15.2% | +19.8% |
| YTD | +158.5% | +44.9% | +113.6% | +186.2% |
| 1Y | +482.2% | +84.8% | +397.3% | +608.3% |
| All | +482.2% | +84.5% | +397.6% | +608.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 1y: compounded portfolio wealth divided by compounded MRK 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…
1y analysis · Full analysis span regression · 6 months rolling