+550.3%
KORU vs MSFU
+73.2%
+477.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.8% | +8.4% |
| 7D | -1.7% | -1.8% | +0.1% | -0.8% |
| 30D | +13.5% | +0.5% | +13.0% | +12.1% |
| 3M | -45.2% | +51.9% | -97.1% | -59.6% |
| 6M | +17.1% | +35.0% | -17.8% | -7.1% |
| YTD | +154.1% | -9.0% | +163.2% | +147.2% |
| 1Y | +375.7% | -18.8% | +394.5% | +400.1% |
| 3Y | +474.0% | +25.5% | +448.5% | +309.4% |
| All | +550.3% | +73.2% | +477.1% | +276.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling