+56.9%
KORU vs MRSH
+18.2%
+38.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.2% | +9.2% | +9.0% |
| 7D | -1.7% | -4.8% | +3.0% | -1.0% |
| 30D | +13.5% | -6.3% | +19.9% | +14.4% |
| 3M | -45.2% | +5.8% | -51.0% | -49.0% |
| 6M | +17.1% | +2.8% | +14.3% | +6.3% |
| YTD | +154.1% | -3.1% | +157.3% | +139.8% |
| 1Y | +375.7% | -11.3% | +386.9% | +377.2% |
| 3Y | +474.0% | -5.0% | +479.0% | +399.5% |
| All | +56.9% | +18.2% | +38.7% | -6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling