-36.1%
HOOD vs KORU
+20.3%
-56.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.3% | +7.3% | +2.8% |
| 7D | -4.4% | -24.3% | +19.9% | -0.7% |
| 30D | -23.4% | -54.2% | +30.8% | -15.3% |
| 3M | -6.5% | -45.4% | +38.9% | -1.1% |
| 6M | +14.2% | -66.5% | +80.6% | +11.1% |
| YTD | -22.7% | +14.9% | -37.6% | -55.9% |
| 1Y | -36.1% | +22.5% | -58.6% | -64.2% |
| All | -36.1% | +20.3% | -56.4% | -64.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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