+482.2%
KORU vs MS
+49.4%
+432.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.3% | +13.2% | +12.8% |
| 7D | +13.0% | +1.4% | +11.6% | +9.6% |
| 30D | +27.3% | -0.3% | +27.5% | +28.2% |
| 3M | -55.3% | +0.3% | -55.6% | -51.5% |
| 6M | +11.6% | +31.3% | -19.7% | -23.2% |
| YTD | +158.5% | +24.7% | +133.9% | +86.6% |
| 1Y | +482.2% | +47.9% | +434.2% | +238.9% |
| All | +482.2% | +49.4% | +432.8% | +238.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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