+67.7%
KORU vs MSI
+97.7%
-30.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +2.0% |
| 7D | +20.1% | -4.0% | +24.1% | +23.6% |
| 30D | +47.5% | -0.5% | +47.9% | +46.2% |
| 3M | -30.1% | +11.4% | -41.5% | -38.7% |
| 6M | +20.1% | +1.0% | +19.2% | +13.5% |
| YTD | +166.6% | +20.7% | +145.9% | +113.2% |
| 1Y | +458.9% | -2.7% | +461.6% | +447.0% |
| 3Y | +531.8% | +68.2% | +463.6% | +205.9% |
| 5Y | +67.7% | +100.0% | -32.3% | -36.2% |
| All | +67.7% | +97.7% | -30.1% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling