+522.4%
KORU vs ALHC
+141.7%
+380.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | +24.3% | -1.0% | +25.3% | +24.3% |
| 30D | +37.3% | -6.3% | +43.7% | +37.4% |
| 3M | -32.8% | -12.3% | -20.5% | -32.0% |
| 6M | +36.9% | -27.0% | +63.9% | +38.9% |
| YTD | +162.6% | -31.8% | +194.5% | +166.9% |
| 1Y | +467.0% | -17.0% | +484.0% | +475.4% |
| 3Y | +522.4% | +159.8% | +362.5% | +479.5% |
| All | +522.4% | +141.7% | +380.7% | +479.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling