+482.2%
KORU vs MSI
-0.7%
+482.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +13.1% |
| 7D | +13.0% | -3.7% | +16.7% | +11.7% |
| 30D | +27.3% | +6.8% | +20.5% | +30.3% |
| 3M | -55.3% | +14.3% | -69.6% | -53.8% |
| 6M | +11.6% | -1.6% | +13.2% | +20.5% |
| YTD | +158.5% | +22.8% | +135.8% | +182.3% |
| 1Y | +482.2% | -1.1% | +483.3% | +479.8% |
| All | +482.2% | -0.7% | +482.9% | +479.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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