+482.2%
KORU vs KMB
-14.3%
+496.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.8% | +16.2% | +11.8% |
| 7D | +13.0% | -4.2% | +17.2% | +10.4% |
| 30D | +27.3% | -6.6% | +33.9% | +22.1% |
| 3M | -55.3% | +12.6% | -67.9% | -53.8% |
| 6M | +11.6% | +2.9% | +8.8% | +13.5% |
| YTD | +158.5% | +6.8% | +151.8% | +178.2% |
| 1Y | +482.2% | -14.8% | +496.9% | +440.8% |
| All | +482.2% | -14.3% | +496.5% | +440.8% |
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