+1,694.2%
MRVL vs KORU
-54.0%
+1,748.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.9% | +2.3% | -1.1% |
| 7D | +23.1% | +24.3% | -1.2% | +15.3% |
| 30D | -38.8% | -44.8% | +6.0% | -28.6% |
| 3M | -24.2% | -60.0% | +35.8% | -5.7% |
| 6M | 0.0% | -78.7% | +78.7% | +31.4% |
| YTD | +93.8% | -10.6% | +104.4% | +47.7% |
| 1Y | +84.4% | -3.8% | +88.2% | +36.9% |
| 3Y | +203.6% | +142.0% | +61.6% | +57.9% |
| 5Y | +127.8% | -33.1% | +160.9% | +53.0% |
| 10Y | +1,257.2% | -18.5% | +1,275.7% | +640.7% |
| All | +1,694.2% | -54.0% | +1,748.3% | +856.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling