+22.5%
KORU vs MUB
+0.1%
+22.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.4% | -5.7% | -10.8% |
| 7D | -24.3% | +0.6% | -24.9% | -30.7% |
| 30D | -54.2% | +3.2% | -57.4% | -73.0% |
| 3M | -45.4% | -1.1% | -44.4% | -17.8% |
| 6M | -66.5% | -1.1% | -65.3% | -41.4% |
| YTD | +14.9% | -0.5% | +15.4% | +143.3% |
| 1Y | +22.5% | 0.0% | +22.6% | +157.4% |
| All | +22.5% | +0.1% | +22.5% | +157.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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