+582.1%
KORU vs MSFU
+70.7%
+511.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.0% |
| 7D | +20.1% | -2.3% | +22.4% | +21.1% |
| 30D | +47.5% | -6.3% | +53.7% | +50.5% |
| 3M | -30.1% | +40.0% | -70.0% | -46.1% |
| 6M | +20.1% | +30.1% | -10.0% | -2.6% |
| YTD | +166.6% | -10.3% | +176.9% | +161.2% |
| 1Y | +458.9% | -19.0% | +478.0% | +487.3% |
| 3Y | +531.8% | +25.8% | +506.0% | +348.5% |
| All | +582.1% | +70.7% | +511.4% | +297.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling