+482.2%
KORU vs ALHC
-16.6%
+498.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | 0.0% | +13.5% | +13.4% |
| 7D | +13.0% | -0.6% | +13.6% | +13.0% |
| 30D | +27.3% | -1.0% | +28.3% | +27.3% |
| 3M | -55.3% | -10.2% | -45.1% | -53.0% |
| 6M | +11.6% | -28.3% | +39.9% | +18.1% |
| YTD | +158.5% | -31.4% | +190.0% | +174.0% |
| 1Y | +482.2% | -16.9% | +499.1% | +533.0% |
| All | +482.2% | -16.6% | +498.8% | +533.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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