+16.6%
KORU vs HBAN
+267.9%
-251.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.6% | -13.1% | -13.0% |
| 7D | +2.3% | -1.9% | +4.3% | +3.9% |
| 30D | +20.0% | -5.9% | +25.9% | +26.4% |
| 3M | -32.7% | +0.2% | -33.0% | -33.9% |
| 6M | +13.3% | +6.6% | +6.7% | +6.1% |
| YTD | +133.2% | -1.7% | +134.9% | +132.3% |
| 1Y | +357.3% | -1.7% | +359.0% | +348.3% |
| 3Y | +452.7% | +74.9% | +377.8% | +223.2% |
| 5Y | +47.2% | +36.0% | +11.2% | +6.2% |
| 10Y | +67.6% | +156.9% | -89.3% | -32.0% |
| All | +16.6% | +267.9% | -251.3% | -60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling