+375.7%
KORU vs MRSH
-9.2%
+384.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.2% | +8.5% |
| 7D | -1.7% | -4.8% | +3.0% | -12.3% |
| 30D | +13.5% | -6.3% | +19.9% | -1.2% |
| 3M | -45.2% | +5.8% | -51.0% | -28.5% |
| 6M | +17.1% | +2.8% | +14.3% | +62.4% |
| YTD | +154.1% | -3.1% | +157.3% | +233.0% |
| 1Y | +375.7% | -11.3% | +386.9% | +471.9% |
| All | +375.7% | -9.2% | +384.9% | +471.9% |
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