+1,055.4%
MSTR vs KORU
-59.2%
+1,114.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.2% | +2.6% | -2.1% |
| 7D | -10.7% | -34.5% | +23.8% | -3.2% |
| 30D | -21.6% | -59.6% | +38.1% | -5.6% |
| 3M | +24.4% | -56.1% | +80.5% | +41.6% |
| 6M | -35.5% | -84.7% | +49.2% | -21.9% |
| YTD | -20.3% | -20.6% | +0.3% | -46.1% |
| 1Y | -49.3% | -13.9% | -35.4% | -66.7% |
| 3Y | +137.8% | +114.9% | +22.9% | +11.6% |
| 5Y | +48.3% | -36.0% | +84.3% | -12.2% |
| 10Y | +526.8% | -27.8% | +554.6% | +212.0% |
| All | +1,055.4% | -59.2% | +1,114.5% | +463.1% |
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