-45.5%
MSTR vs KORU
+1.1%
-46.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +18.4% | -17.4% | -1.9% |
| 7D | -14.2% | -18.1% | +4.0% | -12.7% |
| 30D | -19.9% | -45.7% | +25.9% | -13.8% |
| 3M | +27.3% | -51.6% | +78.9% | +36.7% |
| 6M | -37.6% | -82.6% | +45.1% | -30.7% |
| YTD | -19.5% | -5.9% | -13.6% | -46.8% |
| All | -45.5% | +1.1% | -46.6% | -64.8% |
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