+22.5%
KORU vs LMT
+26.0%
-3.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.9% | +1.6% | -7.8% |
| 7D | -24.3% | -5.5% | -18.8% | -25.8% |
| 30D | -54.2% | +17.5% | -71.7% | -50.5% |
| 3M | -45.4% | +1.6% | -47.0% | -42.3% |
| 6M | -66.5% | +16.3% | -82.8% | -65.0% |
| YTD | +14.9% | +25.3% | -10.4% | +11.9% |
| 1Y | +22.5% | +25.9% | -3.3% | +17.3% |
| All | +22.5% | +26.0% | -3.5% | +17.3% |
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