+1,272.2%
MUU vs KORU
+138.8%
+1,133.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -5.4% | +0.2% | -1.0% |
| 7D | +24.7% | +11.1% | +13.5% | +15.9% |
| 30D | -35.1% | -40.6% | +5.5% | -2.8% |
| 3M | -44.3% | -63.9% | +19.6% | +12.2% |
| 6M | -44.4% | -82.8% | +38.4% | +78.7% |
| YTD | +244.9% | -15.4% | +260.3% | +119.8% |
| 1Y | +365.6% | -3.3% | +368.9% | +168.8% |
| All | +1,272.2% | +138.8% | +1,133.4% | +160.3% |
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