+13.3%
KORU vs HUM
+124.6%
-111.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.2% | -12.7% | -12.6% |
| 7D | +2.3% | -1.4% | +3.7% | +2.9% |
| 30D | +20.0% | +7.5% | +12.5% | +15.8% |
| 3M | -32.7% | +10.2% | -42.9% | -35.2% |
| 6M | +13.3% | +132.5% | -119.2% | -45.6% |
| All | +13.3% | +124.6% | -111.3% | -45.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling