+31.4%
KORU vs HSY
+178.1%
-146.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | +24.3% | -1.6% | +25.8% | +25.0% |
| 30D | +37.3% | -4.2% | +41.6% | +39.2% |
| 3M | -32.8% | -0.7% | -32.1% | -35.4% |
| 6M | +36.9% | -21.8% | +58.7% | +47.5% |
| YTD | +162.6% | -2.7% | +165.3% | +150.1% |
| 1Y | +467.0% | -4.8% | +471.8% | +439.0% |
| 3Y | +522.4% | -9.4% | +531.7% | +478.2% |
| 5Y | +57.9% | +11.3% | +46.6% | +18.7% |
| 10Y | +70.8% | +125.0% | -54.3% | -17.1% |
| All | +31.4% | +178.1% | -146.8% | -53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling