+132.7%
KORU vs MSTU
-92.2%
+224.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -5.0% | -0.4% | -4.1% |
| 7D | +11.1% | -25.8% | +36.9% | +19.7% |
| 30D | -40.6% | -43.9% | +3.3% | -30.3% |
| 3M | -63.9% | +2.9% | -66.8% | -65.0% |
| 6M | -82.8% | -75.5% | -7.3% | -77.2% |
| YTD | -15.4% | -76.7% | +61.3% | +7.9% |
| 1Y | -3.3% | -88.9% | +85.7% | +38.0% |
| All | +132.7% | -92.2% | +224.9% | +166.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling