+6,002.1%
MU vs KORU
+78.9%
+5,923.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -2.2% |
| 7D | +7.2% | +24.3% | -17.1% | -1.0% |
| 30D | +14.0% | +37.3% | -23.3% | -0.3% |
| 3M | +5.4% | -32.8% | +38.2% | +9.1% |
| 6M | +170.3% | +36.9% | +133.4% | +92.7% |
| YTD | +250.7% | +162.6% | +88.0% | +90.0% |
| 1Y | +662.1% | +467.0% | +195.1% | +214.5% |
| 3Y | +1,341.2% | +522.4% | +818.8% | +418.0% |
| 5Y | +1,319.3% | +57.9% | +1,261.5% | +611.8% |
| All | +6,002.1% | +78.9% | +5,923.2% | +2,286.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling