+82.9%
KORU vs KMI
+136.8%
-53.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.3% |
| 7D | -1.7% | -1.7% | 0.0% | +0.1% |
| 30D | +13.5% | -2.7% | +16.3% | +15.1% |
| 3M | -45.2% | -0.7% | -44.5% | -46.9% |
| 6M | +17.1% | -5.0% | +22.1% | +15.2% |
| YTD | +154.1% | +15.5% | +138.7% | +103.1% |
| 1Y | +375.7% | +16.4% | +359.2% | +273.0% |
| 3Y | +474.0% | +114.2% | +359.9% | +116.4% |
| 5Y | +60.4% | +153.3% | -92.8% | -48.8% |
| All | +82.9% | +136.8% | -53.9% | -32.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling