+136.2%
KORU vs MSI
+76.4%
+59.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.4% |
| 7D | +11.1% | +3.2% | +7.9% | +11.0% |
| 30D | -40.6% | +17.6% | -58.2% | -41.6% |
| 3M | -63.9% | +14.5% | -78.4% | -64.5% |
| 6M | -82.8% | +34.3% | -117.1% | -84.2% |
| YTD | -15.4% | +39.7% | -55.1% | -24.4% |
| 1Y | -3.3% | +40.2% | -43.4% | -13.7% |
| 3Y | +136.2% | +77.1% | +59.0% | +32.8% |
| All | +136.2% | +76.4% | +59.8% | +32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling