+82.9%
KORU vs HBAN
+163.4%
-80.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.3% |
| 7D | -1.7% | -1.0% | -0.7% | -0.9% |
| 30D | +13.5% | -5.6% | +19.1% | +19.3% |
| 3M | -45.2% | -1.1% | -44.1% | -45.7% |
| 6M | +17.1% | +9.9% | +7.2% | +7.0% |
| YTD | +154.1% | -0.9% | +155.1% | +151.5% |
| 1Y | +375.7% | -1.4% | +377.1% | +365.0% |
| 3Y | +474.0% | +78.2% | +395.8% | +229.0% |
| 5Y | +60.4% | +37.0% | +23.4% | +14.6% |
| All | +82.9% | +163.4% | -80.5% | +3.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling