+82.0%
KORU vs KHC
-41.6%
+123.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.1% | +13.8% |
| 7D | +13.0% | -1.8% | +14.8% | +14.0% |
| 30D | +27.3% | -1.9% | +29.2% | +28.2% |
| 3M | -55.3% | +14.4% | -69.7% | -62.0% |
| 6M | +11.6% | +8.7% | +2.9% | -2.1% |
| YTD | +158.5% | +7.8% | +150.8% | +126.8% |
| 1Y | +482.2% | -1.5% | +483.7% | +437.6% |
| 3Y | +471.9% | -9.9% | +481.8% | +440.7% |
| 5Y | +41.1% | -10.7% | +51.9% | +29.8% |
| 10Y | +80.2% | -55.7% | +135.9% | +160.7% |
| All | +82.0% | -41.6% | +123.5% | +95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling