+482.2%
KORU vs MRSH
-7.9%
+490.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.4% | +14.9% | +10.0% |
| 7D | +13.0% | -3.6% | +16.6% | +3.7% |
| 30D | +27.3% | -3.0% | +30.3% | +21.0% |
| 3M | -55.3% | +15.8% | -71.1% | -28.7% |
| 6M | +11.6% | +1.6% | +10.0% | +63.8% |
| YTD | +158.5% | +1.7% | +156.8% | +278.8% |
| 1Y | +482.2% | -8.0% | +490.2% | +678.7% |
| All | +482.2% | -7.9% | +490.0% | +678.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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