+482.2%
KORU vs MUB
+2.9%
+479.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.4% | +12.9% |
| 7D | +13.0% | -0.9% | +13.9% | +34.7% |
| 30D | +27.3% | -1.4% | +28.7% | +71.7% |
| 3M | -55.3% | -2.2% | -53.1% | -24.2% |
| 6M | +11.6% | -1.9% | +13.5% | +90.1% |
| YTD | +158.5% | -0.8% | +159.3% | +342.7% |
| 1Y | +482.2% | +2.7% | +479.4% | +743.7% |
| All | +482.2% | +2.9% | +479.3% | +743.7% |
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