+7,352.5%
MU vs KORU
-56.5%
+7,409.0%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +11.3% | -5.0% | +2.4% |
| 7D | -12.0% | -25.8% | +13.8% | -4.1% |
| 30D | -28.7% | -56.9% | +28.2% | -8.3% |
| 3M | -16.4% | -55.7% | +39.3% | +1.9% |
| 6M | -1.8% | -83.7% | +81.9% | +46.0% |
| YTD | +157.1% | -15.3% | +172.4% | +100.6% |
| 1Y | +208.5% | +3.4% | +205.1% | +125.9% |
| 3Y | +906.2% | +133.8% | +772.4% | +419.1% |
| 5Y | +893.4% | -35.4% | +928.8% | +578.5% |
| 10Y | +4,271.9% | -27.3% | +4,299.2% | +2,178.8% |
| All | +7,352.5% | -56.5% | +7,409.0% | +3,829.2% |
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 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