+482.2%
KORU vs HBAN
-0.5%
+482.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.2% | +13.6% | +13.5% |
| 7D | +13.0% | +0.7% | +12.3% | +12.7% |
| 30D | +27.3% | -3.2% | +30.5% | +29.7% |
| 3M | -55.3% | +4.0% | -59.2% | -56.8% |
| 6M | +11.6% | +3.1% | +8.5% | +5.1% |
| YTD | +158.5% | 0.0% | +158.5% | +145.8% |
| 1Y | +482.2% | -1.2% | +483.3% | +416.1% |
| All | +482.2% | -0.5% | +482.7% | +416.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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