+2,538.2%
MUU vs KORU
+641.4%
+1,896.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -4.2% |
| 7D | +13.9% | +24.3% | -10.4% | -4.0% |
| 30D | +24.8% | +37.3% | -12.5% | -5.9% |
| 3M | -15.7% | -32.8% | +17.0% | +6.2% |
| 6M | +338.9% | +36.9% | +302.0% | +164.8% |
| YTD | +563.2% | +162.6% | +400.5% | +86.8% |
| 1Y | +2,577.5% | +467.0% | +2,110.5% | +287.7% |
| All | +2,538.2% | +641.4% | +1,896.9% | +121.3% |
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 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