-20.7%
KORU vs MSI
+664.3%
-685.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.6% |
| 7D | +11.1% | +3.2% | +7.9% | +8.2% |
| 30D | -40.6% | +17.6% | -58.2% | -51.1% |
| 3M | -63.9% | +14.5% | -78.4% | -70.2% |
| 6M | -82.8% | +34.3% | -117.1% | -88.5% |
| YTD | -15.4% | +39.7% | -55.1% | -47.1% |
| 1Y | -3.3% | +40.2% | -43.4% | -39.7% |
| 3Y | +136.2% | +77.1% | +59.0% | +2.2% |
| 5Y | -36.7% | +124.0% | -160.8% | -79.2% |
| All | -20.7% | +664.3% | -685.1% | -91.8% |
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