+474.0%
KORU vs MRNA
+34.8%
+439.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +5.4% | +3.6% | +8.2% |
| 7D | -1.7% | -1.1% | -0.6% | -1.6% |
| 30D | +13.5% | +126.1% | -112.6% | -12.9% |
| 3M | -45.2% | +190.0% | -235.2% | -63.0% |
| 6M | +17.1% | +157.2% | -140.1% | -14.7% |
| YTD | +154.1% | +388.2% | -234.1% | +51.4% |
| 1Y | +375.7% | +467.0% | -91.4% | +165.3% |
| 3Y | +474.0% | +36.1% | +437.9% | +311.2% |
| All | +474.0% | +34.8% | +439.2% | +311.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA 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 3y: compounded portfolio wealth divided by compounded MRNA 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…
3y analysis · Full analysis span regression · 6 months rolling