+482.2%
KORU vs KHC
-3.0%
+485.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.2% | +15.7% | +11.0% |
| 7D | +13.0% | -3.3% | +16.3% | +9.5% |
| 30D | +27.3% | -3.4% | +30.7% | +22.5% |
| 3M | -55.3% | +12.6% | -67.9% | -51.2% |
| 6M | +11.6% | +7.0% | +4.6% | +22.6% |
| YTD | +158.5% | +6.1% | +152.5% | +186.1% |
| 1Y | +482.2% | -3.1% | +485.2% | +525.3% |
| All | +482.2% | -3.0% | +485.2% | +525.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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