+2,981.5%
MUU vs KORU
+487.7%
+2,493.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +13.4% | -1.8% | +1.4% |
| 7D | +17.4% | +13.0% | +4.4% | +6.7% |
| 30D | +24.0% | +27.3% | -3.3% | -0.5% |
| 3M | -23.9% | -55.3% | +31.4% | +23.3% |
| 6M | +284.4% | +11.6% | +272.8% | +191.8% |
| YTD | +583.7% | +158.5% | +425.2% | +83.6% |
| 1Y | +2,981.5% | +482.2% | +2,499.3% | +237.1% |
| All | +2,981.5% | +487.7% | +2,493.8% | +237.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling