+29.3%
KORU vs MSI
+813.8%
-784.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +14.3% |
| 7D | +13.0% | -3.7% | +16.7% | +16.7% |
| 30D | +27.3% | +6.8% | +20.5% | +15.4% |
| 3M | -55.3% | +14.3% | -69.6% | -63.1% |
| 6M | +11.6% | -1.6% | +13.2% | +6.0% |
| YTD | +158.5% | +22.8% | +135.8% | +94.2% |
| 1Y | +482.2% | -1.1% | +483.3% | +442.4% |
| 3Y | +471.9% | +70.5% | +401.4% | +178.9% |
| 5Y | +41.1% | +102.8% | -61.7% | -42.8% |
| 10Y | +80.2% | +597.4% | -517.2% | -75.4% |
| All | +29.3% | +813.8% | -784.5% | -85.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling