-25.1%
KORU vs MSFU
-10.2%
-14.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.4% | -7.4% | -30.0% | -34.9% |
| 7D | -48.7% | +1.0% | -49.7% | -48.1% |
| 30D | -68.9% | +0.6% | -69.5% | -68.4% |
| 3M | -64.6% | +16.4% | -81.0% | -65.7% |
| 6M | -82.2% | +53.0% | -135.1% | -83.3% |
| YTD | -28.1% | +3.5% | -31.5% | -26.2% |
| 1Y | -25.1% | -7.8% | -17.3% | -14.8% |
| All | -25.1% | -10.2% | -14.9% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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