+22.5%
KORU vs HON
+12.4%
+10.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.0% | -7.2% | -9.4% |
| 7D | -24.3% | +4.2% | -28.5% | -30.8% |
| 30D | -54.2% | +6.7% | -60.9% | -60.7% |
| 3M | -45.4% | -7.9% | -37.6% | -35.2% |
| 6M | -66.5% | +4.8% | -71.3% | -68.6% |
| YTD | +14.9% | +13.2% | +1.7% | +17.9% |
| 1Y | +22.5% | +13.1% | +9.5% | +25.6% |
| All | +22.5% | +12.4% | +10.2% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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