+67.7%
KORU vs MUB
+1.5%
+66.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +4.4% |
| 7D | +20.1% | -0.7% | +20.8% | +24.8% |
| 30D | +47.5% | -2.0% | +49.4% | +65.1% |
| 3M | -30.1% | -2.5% | -27.5% | -18.2% |
| 6M | +20.1% | -2.3% | +22.5% | +44.8% |
| YTD | +166.6% | -1.3% | +167.9% | +213.6% |
| 1Y | +458.9% | +1.1% | +457.8% | +501.8% |
| 3Y | +531.8% | +8.2% | +523.6% | +419.4% |
| 5Y | +67.7% | +1.5% | +66.2% | +24.7% |
| All | +67.7% | +1.5% | +66.2% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling