+22.5%
KORU vs MSCI
+17.3%
+5.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.4% | -10.7% | -1.3% |
| 7D | -24.3% | +11.5% | -35.8% | -17.6% |
| 30D | -54.2% | +22.1% | -76.3% | -46.8% |
| 3M | -45.4% | +18.4% | -63.9% | -37.5% |
| 6M | -66.5% | +16.6% | -83.1% | -61.9% |
| YTD | +14.9% | +18.8% | -3.9% | +25.3% |
| 1Y | +22.5% | +19.0% | +3.6% | +32.5% |
| All | +22.5% | +17.3% | +5.3% | +32.5% |
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