-14.3%
KORU vs MSCI
+809.1%
-823.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.7% | +17.7% | +17.8% |
| 7D | -18.1% | -1.9% | -16.2% | -15.6% |
| 30D | -45.7% | +16.5% | -62.2% | -53.2% |
| 3M | -51.6% | +18.2% | -69.8% | -59.5% |
| 6M | -82.6% | +14.0% | -96.6% | -86.3% |
| YTD | -5.9% | +16.6% | -22.5% | -28.1% |
| 1Y | +3.3% | +14.8% | -11.5% | -20.0% |
| 3Y | +154.5% | +33.3% | +121.2% | +55.1% |
| 5Y | -26.6% | +9.1% | -35.6% | -42.5% |
| 10Y | -14.3% | +820.4% | -834.6% | -90.3% |
| All | -14.3% | +809.1% | -823.4% | -90.3% |
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 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