-26.6%
KORU vs MSCI
+8.1%
-34.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.7% | +17.7% | +17.9% |
| 7D | -18.1% | -1.9% | -16.2% | -16.2% |
| 30D | -45.7% | +16.5% | -62.2% | -51.5% |
| 3M | -51.6% | +18.2% | -69.8% | -57.7% |
| 6M | -82.6% | +14.0% | -96.6% | -85.6% |
| YTD | -5.9% | +16.6% | -22.5% | -24.3% |
| 1Y | +3.3% | +14.8% | -11.5% | -15.8% |
| 3Y | +154.5% | +33.3% | +121.2% | +64.3% |
| 5Y | -26.6% | +9.1% | -35.6% | -44.6% |
| All | -26.6% | +8.1% | -34.7% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling