-33.2%
KORU vs KMB
-2.7%
-30.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -5.0% |
| 7D | +24.3% | -3.0% | +27.3% | +24.1% |
| 30D | -44.8% | +9.1% | -53.9% | -45.0% |
| 3M | -60.0% | -0.4% | -59.6% | -59.9% |
| 6M | -78.7% | +13.0% | -91.6% | -79.6% |
| YTD | -10.6% | +10.3% | -20.9% | -12.4% |
| 1Y | -3.8% | +8.2% | -12.0% | -5.5% |
| 3Y | +142.0% | +0.4% | +141.6% | +123.9% |
| All | -33.2% | -2.7% | -30.6% | -41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling