+482.2%
KORU vs MXL
+316.6%
+165.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +5.5% | +7.9% | +10.5% |
| 7D | +13.0% | +1.6% | +11.4% | +12.4% |
| 30D | +27.3% | -7.0% | +34.3% | +33.9% |
| 3M | -55.3% | -33.4% | -21.9% | -40.8% |
| 6M | +11.6% | +260.2% | -248.6% | -41.1% |
| YTD | +158.5% | +260.0% | -101.4% | +37.0% |
| 1Y | +482.2% | +303.5% | +178.7% | +182.3% |
| All | +482.2% | +316.6% | +165.6% | +182.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MXL.
Daily Out/Under-Performance
Portfolio return minus MXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MXL 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 MXL 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