+426.7%
KORU vs HSY
-8.8%
+435.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.2% | -13.8% | -12.0% |
| 7D | +2.3% | -0.4% | +2.7% | +2.3% |
| 30D | +20.0% | -3.4% | +23.5% | +18.7% |
| 3M | -32.7% | -0.5% | -32.2% | -31.3% |
| 6M | +13.3% | -19.1% | +32.5% | +15.6% |
| YTD | +133.2% | -2.1% | +135.3% | +143.0% |
| 1Y | +357.3% | -3.2% | +360.5% | +379.6% |
| All | +426.7% | -8.8% | +435.5% | +512.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling