+22.5%
KORU vs HSY
+10.7%
+11.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.2% | -9.4% | +0.7% |
| 7D | -24.3% | +6.6% | -30.9% | -16.1% |
| 30D | -54.2% | +8.4% | -62.6% | -46.8% |
| 3M | -45.4% | -1.8% | -43.7% | -43.3% |
| 6M | -66.5% | -2.6% | -63.8% | -63.8% |
| YTD | +14.9% | -2.0% | +16.9% | +56.8% |
| 1Y | +22.5% | +8.3% | +14.2% | +70.1% |
| All | +22.5% | +10.7% | +11.9% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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