+29.3%
KORU vs MSCI
+1,914.6%
-1,885.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.3% | +13.7% | +13.7% |
| 7D | +13.0% | +0.4% | +12.6% | +12.6% |
| 30D | +27.3% | +0.6% | +26.7% | +25.2% |
| 3M | -55.3% | -7.1% | -48.2% | -56.6% |
| 6M | +11.6% | +0.8% | +10.8% | -0.6% |
| YTD | +158.5% | +1.0% | +157.6% | +128.2% |
| 1Y | +482.2% | +4.3% | +477.8% | +379.7% |
| 3Y | +471.9% | +9.9% | +462.0% | +327.8% |
| 5Y | +41.1% | -6.8% | +47.9% | +28.8% |
| 10Y | +80.2% | +614.7% | -534.5% | -81.0% |
| All | +29.3% | +1,914.6% | -1,885.3% | -95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling