+482.2%
KORU vs LMT
+19.5%
+462.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.4% | +14.9% | +13.3% |
| 7D | +13.0% | -6.3% | +19.3% | +12.6% |
| 30D | +27.3% | -8.5% | +35.8% | +26.0% |
| 3M | -55.3% | +1.8% | -57.1% | -56.2% |
| 6M | +11.6% | -19.9% | +31.5% | +31.2% |
| YTD | +158.5% | +10.6% | +148.0% | +132.5% |
| 1Y | +482.2% | +17.9% | +464.2% | +408.3% |
| All | +482.2% | +19.5% | +462.7% | +408.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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