+22.5%
KORU vs HUBB
-4.0%
+26.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.5% | -2.8% | +1.1% |
| 7D | -24.3% | +0.2% | -24.5% | -24.2% |
| 30D | -54.2% | -8.8% | -45.4% | -41.6% |
| 3M | -45.4% | -12.5% | -33.0% | -20.5% |
| 6M | -66.5% | -14.5% | -51.9% | -37.7% |
| YTD | +14.9% | -0.4% | +15.3% | +74.8% |
| 1Y | +22.5% | -3.4% | +26.0% | +95.0% |
| All | +22.5% | -4.0% | +26.5% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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