+622.3%
KORU vs MSTZ
-99.2%
+721.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +8.2% | -6.6% | +3.5% |
| 7D | +24.3% | -25.4% | +49.7% | +18.0% |
| 30D | +37.3% | -60.9% | +98.2% | +17.1% |
| 3M | -32.8% | -54.2% | +21.4% | -35.9% |
| 6M | +36.9% | -65.0% | +101.9% | +40.9% |
| YTD | +162.6% | -76.5% | +239.1% | +176.6% |
| 1Y | +467.0% | -23.4% | +490.4% | +664.6% |
| All | +622.3% | -99.2% | +721.5% | +524.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling