+893.4%
MU vs KORU
-36.6%
+930.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +11.3% | -5.0% | +2.0% |
| 7D | -12.0% | -25.8% | +13.8% | -3.4% |
| 30D | -28.7% | -56.9% | +28.2% | -6.2% |
| 3M | -16.4% | -55.7% | +39.3% | +3.4% |
| 6M | -1.8% | -83.7% | +81.9% | +49.7% |
| YTD | +157.1% | -15.3% | +172.4% | +86.7% |
| 1Y | +208.5% | +3.4% | +205.1% | +107.9% |
| 3Y | +906.2% | +133.8% | +772.4% | +347.3% |
| 5Y | +893.4% | -35.4% | +928.8% | +533.2% |
| All | +893.4% | -36.6% | +930.0% | +533.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling