+493.2%
KORU vs KMB
-9.0%
+502.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.2% |
| 7D | +24.3% | -2.7% | +27.0% | +23.7% |
| 30D | +37.3% | -5.0% | +42.4% | +36.0% |
| 3M | -32.8% | +6.6% | -39.4% | -33.2% |
| 6M | +36.9% | +1.0% | +35.9% | +36.3% |
| YTD | +162.6% | +6.0% | +156.7% | +165.5% |
| 1Y | +467.0% | -16.6% | +483.7% | +475.9% |
| All | +493.2% | -9.0% | +502.2% | +428.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling