+482.2%
KORU vs SHW
-7.8%
+490.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.4% | +13.0% | +13.0% |
| 7D | +13.0% | -3.2% | +16.2% | +16.7% |
| 30D | +27.3% | -9.5% | +36.8% | +40.0% |
| 3M | -55.3% | +11.5% | -66.7% | -63.1% |
| 6M | +11.6% | -3.5% | +15.1% | +11.4% |
| YTD | +158.5% | +3.7% | +154.8% | +158.5% |
| 1Y | +482.2% | -7.9% | +490.1% | +480.3% |
| All | +482.2% | -7.8% | +490.0% | +480.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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