+633.2%
KORU vs MSTU
-87.2%
+720.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.4% | +6.9% | +2.8% |
| 7D | +20.1% | +12.9% | +7.2% | +14.7% |
| 30D | +47.5% | +68.3% | -20.9% | +26.3% |
| 3M | -30.1% | +0.4% | -30.4% | -33.5% |
| 6M | +20.1% | -41.5% | +61.6% | +32.0% |
| YTD | +166.6% | -61.7% | +228.3% | +200.4% |
| 1Y | +458.9% | -93.7% | +552.6% | +730.9% |
| All | +633.2% | -87.2% | +720.4% | +640.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling