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  • MSTR vs KORU✓SelectedUSD · KORUMSTR vs KORU performance historyLatest closeAs of-1.39%09/04
Stock and ETF performance explorer

MSTR vs KORU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+46.2%
KORU return
+32.5%
Excess return
+13.7%
Maximum drawdown
-10.3%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioKORUExcessAlpha
1D-1.4%+13.4%-14.8%-5.0%
7D+12.2%+13.0%-0.8%+8.4%
30D+45.2%+27.3%+17.9%+32.8%
All+46.2%+32.5%+13.7%+35.2%

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 1mo: 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…

1mo analysis · Full analysis span regression · Available span rolling