-3.8%
KORU vs ALHC
-54.5%
+50.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.5% | -2.4% | -4.7% |
| 7D | +24.3% | -0.8% | +25.1% | +24.4% |
| 30D | -44.8% | -9.6% | -35.2% | -44.3% |
| 3M | -60.0% | -44.5% | -15.5% | -59.3% |
| 6M | -78.7% | -59.2% | -19.5% | -76.2% |
| YTD | -10.6% | -62.0% | +51.5% | -4.2% |
| 1Y | -3.8% | -54.8% | +51.0% | +2.1% |
| All | -3.8% | -54.5% | +50.7% | +2.1% |
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