+1,262.7%
MSTR vs KORU
+32.9%
+1,229.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +13.4% | -14.8% | -4.7% |
| 7D | +12.2% | +13.0% | -0.8% | +8.5% |
| 30D | +45.2% | +27.3% | +17.9% | +34.7% |
| 3M | +10.4% | -55.3% | +65.7% | +14.1% |
| 6M | -2.5% | +11.6% | -14.1% | -30.5% |
| YTD | -6.0% | +158.5% | -164.6% | -49.6% |
| 1Y | -56.4% | +482.2% | -538.6% | -82.0% |
| 3Y | +306.3% | +471.9% | -165.6% | +57.3% |
| 5Y | +100.5% | +41.1% | +59.3% | -0.1% |
| 10Y | +741.1% | +80.2% | +660.9% | +241.8% |
| All | +1,262.7% | +32.9% | +1,229.8% | +426.5% |
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