+482.2%
KORU vs MTSI
+105.1%
+377.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.5% | +10.0% | +8.4% |
| 7D | +13.0% | +1.4% | +11.6% | +11.1% |
| 30D | +27.3% | +2.1% | +25.2% | +17.6% |
| 3M | -55.3% | -29.7% | -25.6% | -10.8% |
| 6M | +11.6% | +12.5% | -0.9% | +44.3% |
| YTD | +158.5% | +57.0% | +101.5% | +187.9% |
| 1Y | +482.2% | +103.9% | +378.2% | +432.7% |
| All | +482.2% | +105.1% | +377.1% | +432.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTSI.
Daily Out/Under-Performance
Portfolio return minus MTSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTSI 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 MTSI 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