+482.2%
KORU vs HUM
+31.0%
+451.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.7% | +13.7% |
| 7D | +13.0% | +4.2% | +8.8% | +11.9% |
| 30D | +27.3% | +10.4% | +16.9% | +24.5% |
| 3M | -55.3% | +15.1% | -70.3% | -56.4% |
| 6M | +11.6% | +120.9% | -109.3% | -7.0% |
| YTD | +158.5% | +57.9% | +100.6% | +114.4% |
| 1Y | +482.2% | +30.6% | +451.6% | +388.3% |
| All | +482.2% | +31.0% | +451.1% | +388.3% |
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