+22.5%
KORU vs MSTZ
-63.1%
+85.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -9.6% | +4.3% | -8.5% |
| 7D | -24.3% | +0.7% | -25.0% | -23.0% |
| 30D | -54.2% | +16.6% | -70.8% | -49.2% |
| 3M | -45.4% | -74.7% | +29.2% | -59.6% |
| 6M | -66.5% | -43.9% | -22.5% | -59.0% |
| YTD | +14.9% | -84.0% | +98.9% | +20.9% |
| 1Y | +22.5% | -65.1% | +87.6% | +57.9% |
| All | +22.5% | -63.1% | +85.6% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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