+33.3%
KORU vs LMT
+697.2%
-663.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.2% | +3.7% | +2.9% |
| 7D | +20.1% | -1.3% | +21.4% | +20.9% |
| 30D | +47.5% | -12.5% | +60.0% | +58.7% |
| 3M | -30.1% | -0.5% | -29.6% | -32.7% |
| 6M | +20.1% | -20.0% | +40.2% | +33.3% |
| YTD | +166.6% | +10.4% | +156.2% | +134.6% |
| 1Y | +458.9% | +17.7% | +441.2% | +369.0% |
| 3Y | +531.8% | +34.3% | +497.5% | +335.6% |
| 5Y | +67.7% | +71.8% | -4.1% | -17.6% |
| 10Y | +91.6% | +187.0% | -95.4% | -38.6% |
| All | +33.3% | +697.2% | -663.9% | -86.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling