+56.9%
KORU vs KHC
-13.4%
+70.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.1% | +8.9% |
| 7D | -1.7% | -1.0% | -0.7% | -1.7% |
| 30D | +13.5% | +1.9% | +11.6% | +13.3% |
| 3M | -45.2% | +3.2% | -48.4% | -46.6% |
| 6M | +17.1% | +10.0% | +7.2% | +11.4% |
| YTD | +154.1% | +6.7% | +147.4% | +143.9% |
| 1Y | +375.7% | -0.9% | +376.6% | +367.4% |
| 3Y | +474.0% | -13.6% | +487.6% | +481.9% |
| All | +56.9% | -13.4% | +70.4% | +63.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling