+1,847.4%
MRVL vs KORU
+76.6%
+1,770.7%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -12.5% | +9.1% | +0.5% |
| 7D | +8.7% | +2.3% | +6.4% | +7.6% |
| 30D | +6.9% | +20.0% | -13.1% | -0.7% |
| 3M | -10.1% | -32.7% | +22.6% | -7.8% |
| 6M | +143.4% | +13.3% | +130.1% | +83.8% |
| YTD | +167.5% | +133.2% | +34.3% | +48.7% |
| 1Y | +239.0% | +357.3% | -118.3% | +45.9% |
| 3Y | +311.0% | +452.7% | -141.7% | +50.9% |
| 5Y | +278.0% | +47.2% | +230.8% | +88.2% |
| All | +1,847.4% | +76.6% | +1,770.7% | +685.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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