+193.0%
HOOD vs KORU
+55.4%
+137.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.6% | -5.5% | -4.3% |
| 7D | +13.4% | +24.3% | -10.9% | +6.8% |
| 30D | +25.8% | +37.3% | -11.5% | +13.8% |
| 3M | +38.0% | -32.8% | +70.8% | +31.5% |
| 6M | +52.2% | +36.9% | +15.3% | -6.7% |
| YTD | +3.7% | +162.6% | -158.9% | -54.8% |
| 1Y | +0.1% | +467.0% | -467.0% | -68.9% |
| 3Y | +992.6% | +522.4% | +470.2% | +181.8% |
| 5Y | +193.0% | +57.9% | +135.1% | +18.2% |
| All | +193.0% | +55.4% | +137.6% | +18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling