+561.6%
KORU vs MSFU
+76.3%
+485.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -4.2% | +17.6% | +15.6% |
| 7D | +13.0% | -5.7% | +18.7% | +16.1% |
| 30D | +27.3% | +4.2% | +23.1% | +22.1% |
| 3M | -55.3% | +27.9% | -83.2% | -62.6% |
| 6M | +11.6% | +37.1% | -25.5% | -12.5% |
| YTD | +158.5% | -7.4% | +165.9% | +149.1% |
| 1Y | +482.2% | -19.6% | +501.8% | +517.7% |
| 3Y | +471.9% | +33.2% | +438.7% | +291.9% |
| All | +561.6% | +76.3% | +485.2% | +279.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling