+474.0%
KORU vs HBAN
+74.3%
+399.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.4% |
| 7D | -1.7% | -1.0% | -0.7% | -1.0% |
| 30D | +13.5% | -5.6% | +19.1% | +18.7% |
| 3M | -45.2% | -1.1% | -44.1% | -45.7% |
| 6M | +17.1% | +9.9% | +7.2% | +7.6% |
| YTD | +154.1% | -0.9% | +155.1% | +149.6% |
| 1Y | +375.7% | -1.4% | +377.1% | +364.1% |
| 3Y | +474.0% | +78.2% | +395.8% | +214.4% |
| All | +474.0% | +74.3% | +399.7% | +214.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling