+67.9%
KORU vs MSI
+601.8%
-534.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.9% | -13.4% | -13.4% |
| 7D | +2.3% | -1.8% | +4.1% | +3.9% |
| 30D | +20.0% | -0.6% | +20.6% | +18.6% |
| 3M | -32.7% | +13.0% | -45.8% | -44.4% |
| 6M | +13.3% | +0.5% | +12.8% | +4.4% |
| YTD | +133.2% | +21.7% | +111.5% | +74.0% |
| 1Y | +357.3% | -2.6% | +359.9% | +331.3% |
| 3Y | +452.7% | +69.7% | +383.0% | +155.9% |
| 5Y | +47.2% | +102.8% | -55.6% | -44.9% |
| All | +67.9% | +601.8% | -534.0% | -76.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling