+10,232.1%
MU vs KORU
+32.9%
+10,199.2%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +13.4% | -7.3% | +1.5% |
| 7D | +9.0% | +13.0% | -4.0% | +4.3% |
| 30D | +13.8% | +27.3% | -13.5% | +2.7% |
| 3M | +2.1% | -55.3% | +57.4% | +17.3% |
| 6M | +153.8% | +11.6% | +142.2% | +96.2% |
| YTD | +256.4% | +158.5% | +97.8% | +101.8% |
| 1Y | +719.8% | +482.2% | +237.6% | +254.5% |
| 3Y | +1,360.4% | +471.9% | +888.5% | +475.2% |
| 5Y | +1,312.4% | +41.1% | +1,271.3% | +666.0% |
| 10Y | +6,142.6% | +80.2% | +6,062.4% | +2,357.0% |
| All | +10,232.1% | +32.9% | +10,199.2% | +3,852.0% |
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 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