+22.5%
KORU vs HUM
+51.1%
-28.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.2% | -5.2% |
| 7D | -24.3% | +1.6% | -25.9% | -24.6% |
| 30D | -54.2% | +3.5% | -57.7% | -54.6% |
| 3M | -45.4% | +15.5% | -61.0% | -47.4% |
| 6M | -66.5% | +76.2% | -142.7% | -71.1% |
| YTD | +14.9% | +64.5% | -49.6% | -11.6% |
| 1Y | +22.5% | +50.0% | -27.5% | -4.2% |
| All | +22.5% | +51.1% | -28.5% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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