+70.8%
KORU vs MS
+803.8%
-733.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.5% |
| 7D | +24.3% | +2.5% | +21.8% | +20.4% |
| 30D | +37.3% | 0.0% | +37.4% | +37.4% |
| 3M | -32.8% | +2.4% | -35.2% | -31.6% |
| 6M | +36.9% | +36.4% | +0.5% | +2.6% |
| YTD | +162.6% | +23.8% | +138.8% | +123.1% |
| 1Y | +467.0% | +48.6% | +418.4% | +287.5% |
| 3Y | +522.4% | +179.1% | +343.2% | +83.1% |
| 5Y | +57.9% | +144.8% | -87.0% | -41.9% |
| 10Y | +70.8% | +794.2% | -723.4% | -79.9% |
| All | +70.8% | +803.8% | -733.0% | -79.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling