+67.9%
KORU vs KMB
+15.0%
+52.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.2% | -12.3% | -12.4% |
| 7D | +2.3% | -7.7% | +10.0% | +5.8% |
| 30D | +20.0% | -8.2% | +28.2% | +24.3% |
| 3M | -32.7% | -1.9% | -30.8% | -34.3% |
| 6M | +13.3% | -0.7% | +14.0% | +8.2% |
| YTD | +133.2% | +1.4% | +131.8% | +121.8% |
| 1Y | +357.3% | -19.1% | +376.4% | +382.4% |
| 3Y | +452.7% | -12.6% | +465.2% | +433.5% |
| 5Y | +47.2% | -12.7% | +59.9% | +39.2% |
| All | +67.9% | +15.0% | +52.8% | +40.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling