+2,423.9%
MUU vs KORU
+558.3%
+1,865.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -12.5% | +3.2% | +0.5% |
| 7D | +3.6% | +2.3% | +1.2% | +1.5% |
| 30D | +22.3% | +20.0% | +2.3% | +2.7% |
| 3M | -8.2% | -32.7% | +24.5% | +15.6% |
| 6M | +256.3% | +13.3% | +243.0% | +153.3% |
| YTD | +534.4% | +133.2% | +401.2% | +95.8% |
| 1Y | +2,163.5% | +357.3% | +1,806.2% | +289.9% |
| All | +2,423.9% | +558.3% | +1,865.5% | +131.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling