+250.7%
HOOD vs KORU
+27.2%
+223.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +13.4% | -15.5% | -5.7% |
| 7D | +17.1% | +13.0% | +4.1% | +12.9% |
| 30D | +31.6% | +27.3% | +4.3% | +21.0% |
| 3M | +38.2% | -55.3% | +93.5% | +43.1% |
| 6M | +48.5% | +11.6% | +36.9% | -4.6% |
| YTD | +8.0% | +158.5% | -150.6% | -54.3% |
| 1Y | +18.7% | +482.2% | -463.5% | -65.2% |
| 3Y | +999.1% | +471.9% | +527.2% | +177.7% |
| 5Y | +181.7% | +41.1% | +140.5% | +56.7% |
| All | +250.7% | +27.2% | +223.5% | +152.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling