+375.7%
KORU vs MSTZ
-18.6%
+394.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -3.8% | +12.7% | +7.7% |
| 7D | -1.7% | +17.0% | -18.8% | +4.3% |
| 30D | +13.5% | -61.8% | +75.3% | -11.9% |
| 3M | -45.2% | -54.6% | +9.4% | -49.2% |
| 6M | +17.1% | -59.3% | +76.4% | +30.1% |
| YTD | +154.1% | -74.6% | +228.7% | +188.0% |
| 1Y | +375.7% | -18.8% | +394.5% | +759.6% |
| All | +375.7% | -18.6% | +394.3% | +759.6% |
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