+82.9%
KORU vs MUB
+17.2%
+65.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.5% | +6.9% |
| 7D | -1.7% | -0.8% | -0.9% | +2.7% |
| 30D | +13.5% | -2.4% | +15.9% | +28.1% |
| 3M | -45.2% | -2.8% | -42.4% | -36.3% |
| 6M | +17.1% | -2.2% | +19.4% | +38.8% |
| YTD | +154.1% | -1.6% | +155.7% | +197.8% |
| 1Y | +375.7% | 0.0% | +375.6% | +421.1% |
| 3Y | +474.0% | +7.9% | +466.1% | +363.0% |
| 5Y | +60.4% | +1.2% | +59.2% | +71.6% |
| All | +82.9% | +17.2% | +65.7% | +121.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling