+91.6%
KORU vs MSCI
+615.8%
-524.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.9% | +1.0% |
| 7D | +20.1% | -1.1% | +21.2% | +21.1% |
| 30D | +47.5% | -1.2% | +48.6% | +47.1% |
| 3M | -30.1% | -8.4% | -21.7% | -31.5% |
| 6M | +20.1% | -1.0% | +21.2% | +8.5% |
| YTD | +166.6% | -2.3% | +168.9% | +142.4% |
| 1Y | +458.9% | -1.2% | +460.1% | +386.2% |
| 3Y | +531.8% | +7.9% | +523.8% | +379.0% |
| 5Y | +67.7% | -10.1% | +77.7% | +57.9% |
| 10Y | +91.6% | +631.0% | -539.4% | -75.2% |
| All | +91.6% | +615.8% | -524.2% | -75.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling