-57.7%
KORU vs MSCI
+2,214.0%
-2,271.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.0% | -6.4% | -6.4% |
| 7D | +11.1% | +2.7% | +8.5% | +8.5% |
| 30D | -40.6% | +17.4% | -58.0% | -49.4% |
| 3M | -63.9% | +14.8% | -78.7% | -69.1% |
| 6M | -82.8% | +16.1% | -98.9% | -86.8% |
| YTD | -15.4% | +16.0% | -31.4% | -35.4% |
| 1Y | -3.3% | +16.4% | -19.7% | -26.7% |
| 3Y | +136.2% | +35.3% | +100.8% | +40.6% |
| 5Y | -36.7% | +6.6% | -43.3% | -49.4% |
| 10Y | -22.9% | +815.7% | -838.6% | -93.8% |
| All | -57.7% | +2,214.0% | -2,271.7% | -98.6% |
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 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