-3.3%
KORU vs MUB
-0.2%
-3.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.1% | -1.3% |
| 7D | +11.1% | -1.3% | +12.4% | +29.8% |
| 30D | -40.6% | +2.2% | -42.8% | -60.4% |
| 3M | -63.9% | -1.6% | -62.3% | -40.8% |
| 6M | -82.8% | -1.3% | -81.5% | -71.0% |
| YTD | -15.4% | -0.7% | -14.7% | +75.5% |
| 1Y | -3.3% | -0.2% | -3.1% | +93.8% |
| All | -3.3% | -0.2% | -3.0% | +93.8% |
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