+7,270.8%
MU vs KORU
-59.2%
+7,330.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.2% | +5.1% | +1.0% |
| 7D | -15.2% | -34.5% | +19.3% | -3.6% |
| 30D | -29.5% | -59.6% | +30.1% | -7.3% |
| 3M | -15.8% | -56.1% | +40.3% | +3.0% |
| 6M | -2.9% | -84.7% | +81.8% | +47.5% |
| YTD | +154.2% | -20.6% | +174.8% | +102.7% |
| 1Y | +186.6% | -13.9% | +200.5% | +122.8% |
| 3Y | +871.5% | +114.9% | +756.6% | +415.1% |
| 5Y | +911.7% | -36.0% | +947.7% | +594.5% |
| 10Y | +4,277.4% | -27.8% | +4,305.2% | +2,200.0% |
| All | +7,270.8% | -59.2% | +7,330.0% | +3,869.9% |
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 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