+482.2%
KORU vs MSTU
-92.8%
+574.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.2% | +16.6% | +14.5% |
| 7D | +13.0% | +21.3% | -8.3% | +3.1% |
| 30D | +27.3% | +90.8% | -63.5% | -3.9% |
| 3M | -55.3% | -6.8% | -48.5% | -55.7% |
| 6M | +11.6% | -39.8% | +51.4% | +28.1% |
| YTD | +158.5% | -55.7% | +214.2% | +199.0% |
| 1Y | +482.2% | -92.7% | +574.8% | +1,053.1% |
| All | +482.2% | -92.8% | +574.9% | +1,053.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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