+82.9%
KORU vs MTB
+173.8%
-90.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.6% | +8.7% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | +13.5% | -4.8% | +18.3% | +17.7% |
| 3M | -45.2% | +6.0% | -51.2% | -49.5% |
| 6M | +17.1% | +19.6% | -2.5% | -2.2% |
| YTD | +154.1% | +21.5% | +132.7% | +109.9% |
| 1Y | +375.7% | +24.7% | +351.0% | +281.7% |
| 3Y | +474.0% | +108.6% | +365.4% | +186.8% |
| 5Y | +60.4% | +106.7% | -46.3% | -21.2% |
| All | +82.9% | +173.8% | -90.9% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 10y: compounded portfolio wealth divided by compounded MTB 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…
10y analysis · Full analysis span regression · 6 months rolling