+22.5%
KORU vs KMI
+26.0%
-3.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.1% | -1.2% | -8.6% |
| 7D | -24.3% | -5.2% | -19.1% | -27.7% |
| 30D | -54.2% | +1.2% | -55.5% | -53.3% |
| 3M | -45.4% | +1.3% | -46.8% | -44.4% |
| 6M | -66.5% | -1.1% | -65.3% | -66.2% |
| YTD | +14.9% | +19.0% | -4.1% | +10.2% |
| 1Y | +22.5% | +26.6% | -4.0% | +8.4% |
| All | +22.5% | +26.0% | -3.5% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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