+522.4%
KORU vs MSCI
+4.4%
+517.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.8% | +5.3% | +2.6% |
| 7D | +24.3% | -2.1% | +26.4% | +24.9% |
| 30D | +37.3% | -1.7% | +39.1% | +37.5% |
| 3M | -32.8% | -8.2% | -24.6% | -33.7% |
| 6M | +36.9% | -2.4% | +39.3% | +29.9% |
| YTD | +162.6% | -2.8% | +165.4% | +148.7% |
| 1Y | +467.0% | -2.7% | +469.7% | +426.9% |
| 3Y | +522.4% | +7.3% | +515.1% | +395.6% |
| All | +522.4% | +4.4% | +517.9% | +395.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling