+20.1%
KORU vs HON
-15.8%
+36.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +5.4% |
| 7D | +20.1% | -0.6% | +20.7% | +21.8% |
| 30D | +47.5% | -15.4% | +62.9% | +118.7% |
| 3M | -30.1% | -9.1% | -20.9% | -11.5% |
| 6M | +20.1% | -17.1% | +37.2% | +123.1% |
| All | +20.1% | -15.8% | +36.0% | +123.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling