+482.2%
KORU vs MSCI
+4.9%
+477.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.7% | +13.3% |
| 7D | +13.0% | +0.4% | +12.6% | +13.2% |
| 30D | +27.3% | +0.6% | +26.7% | +28.6% |
| 3M | -55.3% | -7.1% | -48.2% | -54.2% |
| 6M | +11.6% | +0.8% | +10.8% | +12.0% |
| YTD | +158.5% | +1.0% | +157.6% | +155.7% |
| 1Y | +482.2% | +4.3% | +477.8% | +487.3% |
| All | +482.2% | +4.9% | +477.3% | +487.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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