+474.0%
KORU vs KMI
+111.5%
+362.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.1% |
| 7D | -1.7% | -1.7% | 0.0% | -1.1% |
| 30D | +13.5% | -2.7% | +16.3% | +13.9% |
| 3M | -45.2% | -0.7% | -44.5% | -46.1% |
| 6M | +17.1% | -5.0% | +22.1% | +16.0% |
| YTD | +154.1% | +15.5% | +138.7% | +120.0% |
| 1Y | +375.7% | +16.4% | +359.2% | +306.9% |
| 3Y | +474.0% | +114.2% | +359.9% | +177.9% |
| All | +474.0% | +111.5% | +362.5% | +177.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling