+474.0%
KORU vs HON
+17.2%
+456.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +8.8% |
| 7D | -1.7% | -3.5% | +1.8% | +3.7% |
| 30D | +13.5% | -13.8% | +27.3% | +40.8% |
| 3M | -45.2% | -11.7% | -33.5% | -32.4% |
| 6M | +17.1% | -18.7% | +35.9% | +68.1% |
| YTD | +154.1% | +0.2% | +153.9% | +200.2% |
| 1Y | +375.7% | -3.1% | +378.7% | +475.7% |
| 3Y | +474.0% | +17.0% | +457.0% | +369.4% |
| All | +474.0% | +17.2% | +456.9% | +369.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling