+290.9%
MRVL vs KORU
+66.4%
+224.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.7% | +3.7% |
| 7D | +13.8% | +20.1% | -6.3% | +6.8% |
| 30D | +12.7% | +47.5% | -34.8% | -3.0% |
| 3M | -11.9% | -30.1% | +18.1% | -11.1% |
| 6M | +153.8% | +20.1% | +133.7% | +78.7% |
| YTD | +177.0% | +166.6% | +10.4% | +29.2% |
| 1Y | +252.3% | +458.9% | -206.6% | +14.7% |
| 3Y | +325.5% | +531.8% | -206.2% | +13.5% |
| 5Y | +290.9% | +67.7% | +223.2% | +51.0% |
| All | +290.9% | +66.4% | +224.5% | +51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling