+16.6%
KORU vs HUM
+470.8%
-454.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +16.1% |
| 3M | -32.7% | +10.2% | -42.9% | -35.9% |
| 6M | +13.3% | +132.5% | -119.2% | -24.3% |
| YTD | +133.2% | +57.6% | +75.6% | +81.1% |
| 1Y | +357.3% | +48.6% | +308.7% | +260.3% |
| 3Y | +452.7% | -11.2% | +463.8% | +413.9% |
| 5Y | +47.2% | +4.8% | +42.4% | +14.7% |
| 10Y | +67.6% | +147.1% | -79.5% | -6.0% |
| All | +16.6% | +470.8% | -454.1% | -50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling