+265.1%
MU vs KORU
+20.3%
+244.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.3% | -1.7% | -5.0% |
| 7D | -19.1% | -24.3% | +5.2% | -10.6% |
| 30D | -25.2% | -54.2% | +29.0% | -2.5% |
| 3M | -10.9% | -45.4% | +34.5% | +3.6% |
| 6M | +38.0% | -66.5% | +104.4% | +65.8% |
| YTD | +178.8% | +14.9% | +163.9% | +54.8% |
| 1Y | +265.1% | +22.5% | +242.6% | +90.0% |
| All | +265.1% | +20.3% | +244.8% | +90.0% |
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