+109.0%
KORU vs MRNA
+554.4%
-445.4%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.4% |
| 3M | -45.2% | +190.0% | -235.2% | -60.3% |
| 6M | +17.1% | +157.2% | -140.1% | -11.4% |
| YTD | +154.1% | +388.2% | -234.1% | +70.9% |
| 1Y | +375.7% | +467.0% | -91.4% | +208.5% |
| 3Y | +474.0% | +36.1% | +437.9% | +351.9% |
| 5Y | +60.4% | -68.0% | +128.4% | +37.3% |
| All | +109.0% | +554.4% | -445.4% | +50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling