+22.5%
KORU vs KMB
+11.9%
+10.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.1% | -9.4% | -2.1% |
| 7D | -24.3% | +0.4% | -24.7% | -23.8% |
| 30D | -54.2% | +14.0% | -68.2% | -49.6% |
| 3M | -45.4% | -1.3% | -44.1% | -43.9% |
| 6M | -66.5% | +16.7% | -83.1% | -66.9% |
| YTD | +14.9% | +12.0% | +2.9% | +43.8% |
| 1Y | +22.5% | +13.6% | +8.9% | +57.3% |
| All | +22.5% | +11.9% | +10.6% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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