+482.2%
KORU vs LHX
-4.2%
+486.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.7% | +15.1% | +13.3% |
| 7D | +13.0% | -2.0% | +15.0% | +12.9% |
| 30D | +27.3% | -9.9% | +37.2% | +26.6% |
| 3M | -55.3% | -16.5% | -38.8% | -54.9% |
| 6M | +11.6% | -29.6% | +41.2% | +38.6% |
| YTD | +158.5% | -11.6% | +170.1% | +193.0% |
| 1Y | +482.2% | -4.1% | +486.2% | +590.3% |
| All | +482.2% | -4.2% | +486.4% | +590.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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