+71.4%
MSFT vs KORU
+55.4%
+16.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.7% | -1.3% |
| 7D | -1.4% | +24.3% | -25.7% | -3.4% |
| 30D | -1.0% | +37.3% | -38.3% | -4.7% |
| 3M | +20.2% | -32.8% | +53.0% | +17.1% |
| 6M | +21.3% | +36.9% | -15.6% | -0.4% |
| YTD | +2.8% | +162.6% | -159.8% | -26.8% |
| 1Y | 0.0% | +467.0% | -467.1% | -39.0% |
| 3Y | +51.2% | +522.4% | -471.1% | -17.0% |
| 5Y | +71.4% | +57.9% | +13.6% | +13.4% |
| All | +71.4% | +55.4% | +16.1% | +13.4% |
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 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