+33.3%
KORU vs KMI
+57.6%
-24.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +3.0% |
| 7D | +20.1% | -1.8% | +21.9% | +21.7% |
| 30D | +47.5% | +0.1% | +47.4% | +45.6% |
| 3M | -30.1% | +1.2% | -31.2% | -33.3% |
| 6M | +20.1% | -3.9% | +24.0% | +17.5% |
| YTD | +166.6% | +17.5% | +149.1% | +118.0% |
| 1Y | +458.9% | +22.6% | +436.3% | +336.9% |
| 3Y | +531.8% | +116.3% | +415.5% | +185.7% |
| 5Y | +67.7% | +157.6% | -89.9% | -33.1% |
| 10Y | +91.6% | +136.6% | -45.0% | -14.7% |
| All | +33.3% | +57.6% | -24.3% | -25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling