+450.6%
KORU vs MS
+49.0%
+401.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +3.2% |
| 7D | +24.3% | +2.5% | +21.8% | +17.3% |
| 30D | +37.3% | 0.0% | +37.4% | +37.0% |
| 3M | -32.8% | +2.4% | -35.2% | -32.5% |
| 6M | +36.9% | +36.4% | +0.5% | -11.2% |
| YTD | +162.6% | +23.8% | +138.8% | +91.3% |
| All | +450.6% | +49.0% | +401.6% | +214.4% |
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