+482.2%
KORU vs HON
+1.2%
+481.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.0% | +12.5% | +11.6% |
| 7D | +13.0% | -3.6% | +16.6% | +21.2% |
| 30D | +27.3% | -15.3% | +42.5% | +73.6% |
| 3M | -55.3% | -7.9% | -47.4% | -44.9% |
| 6M | +11.6% | -18.1% | +29.7% | +61.3% |
| YTD | +158.5% | +3.8% | +154.7% | +244.6% |
| 1Y | +482.2% | +0.5% | +481.7% | +658.8% |
| All | +482.2% | +1.2% | +481.0% | +658.8% |
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