+357.3%
KORU vs MSI
-1.8%
+359.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.9% | -13.4% | -12.2% |
| 7D | +2.3% | -1.8% | +4.1% | +1.8% |
| 30D | +20.0% | -0.6% | +20.6% | +20.5% |
| 3M | -32.7% | +13.0% | -45.8% | -30.6% |
| 6M | +13.3% | +0.5% | +12.8% | +20.0% |
| YTD | +133.2% | +21.7% | +111.5% | +155.1% |
| 1Y | +357.3% | -2.6% | +359.9% | +341.9% |
| All | +357.3% | -1.8% | +359.0% | +341.9% |
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