+3.3%
KORU vs MSCI
+15.9%
-12.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.7% | +17.7% | +18.9% |
| 7D | -18.1% | -1.9% | -16.2% | -19.8% |
| 30D | -45.7% | +16.5% | -62.2% | -39.8% |
| 3M | -51.6% | +18.2% | -69.8% | -45.4% |
| 6M | -82.6% | +14.0% | -96.6% | -80.8% |
| YTD | -5.9% | +16.6% | -22.5% | -2.5% |
| 1Y | +3.3% | +14.8% | -11.5% | +10.8% |
| All | +3.3% | +15.9% | -12.6% | +10.8% |
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