+375.7%
KORU vs MSTU
-93.8%
+469.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.6% | +5.4% | +7.7% |
| 7D | -1.7% | -16.6% | +14.9% | +4.6% |
| 30D | +13.5% | +69.7% | -56.2% | -10.8% |
| 3M | -45.2% | -7.5% | -37.7% | -47.5% |
| 6M | +17.1% | -43.1% | +60.2% | +38.7% |
| YTD | +154.1% | -63.0% | +217.2% | +212.9% |
| 1Y | +375.7% | -93.8% | +469.5% | +896.6% |
| All | +375.7% | -93.8% | +469.5% | +896.6% |
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