+47.2%
KORU vs HSY
+12.8%
+34.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.2% | -13.8% | -12.2% |
| 7D | +2.3% | -0.4% | +2.7% | +2.3% |
| 30D | +20.0% | -3.4% | +23.5% | +19.3% |
| 3M | -32.7% | -0.5% | -32.2% | -32.1% |
| 6M | +13.3% | -19.1% | +32.5% | +16.0% |
| YTD | +133.2% | -2.1% | +135.3% | +137.9% |
| 1Y | +357.3% | -3.2% | +360.5% | +368.0% |
| 3Y | +452.7% | -8.8% | +461.5% | +470.6% |
| 5Y | +47.2% | +13.0% | +34.2% | +53.0% |
| All | +47.2% | +12.8% | +34.4% | +53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling