-59.6%
MSTR vs KORU
+461.0%
-520.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.3% | -3.0% |
| 7D | +7.7% | +20.1% | -12.4% | +4.4% |
| 30D | +36.3% | +47.5% | -11.1% | +27.2% |
| 3M | +13.4% | -30.1% | +43.5% | +9.3% |
| 6M | -4.5% | +20.1% | -24.6% | -27.6% |
| YTD | -12.7% | +166.6% | -179.3% | -50.2% |
| 1Y | -59.6% | +458.9% | -518.5% | -83.4% |
| All | -59.6% | +461.0% | -520.6% | -83.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling