+33.3%
KORU vs HON
+290.1%
-256.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +4.1% |
| 7D | +20.1% | -0.6% | +20.7% | +21.3% |
| 30D | +47.5% | -15.4% | +62.9% | +91.1% |
| 3M | -30.1% | -9.1% | -20.9% | -14.6% |
| 6M | +20.1% | -17.1% | +37.2% | +78.7% |
| YTD | +166.6% | +1.5% | +165.1% | +192.3% |
| 1Y | +458.9% | -1.3% | +460.3% | +526.6% |
| 3Y | +531.8% | +19.5% | +512.2% | +393.9% |
| 5Y | +67.7% | +3.1% | +64.6% | +77.9% |
| 10Y | +91.6% | +138.4% | -46.8% | -29.9% |
| All | +33.3% | +290.1% | -256.7% | -71.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling