+304.0%
MRVL vs KORU
+498.1%
-194.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.7% | +0.3% |
| 7D | +7.1% | +24.3% | -17.2% | 0.0% |
| 30D | +3.1% | +37.3% | -34.3% | -8.0% |
| 3M | -21.9% | -32.8% | +10.8% | -19.9% |
| 6M | +151.8% | +36.9% | +114.9% | +81.0% |
| YTD | +165.6% | +162.6% | +3.0% | +38.6% |
| 1Y | +242.3% | +467.0% | -224.8% | +26.4% |
| All | +304.0% | +498.1% | -194.1% | +27.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling