-25.1%
KORU vs DHI
+9.9%
-35.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.4% | +0.4% | -37.8% | -37.7% |
| 7D | -48.7% | +7.6% | -56.3% | -52.3% |
| 30D | -68.9% | +15.3% | -84.2% | -74.0% |
| 3M | -64.6% | +4.4% | -69.0% | -66.5% |
| 6M | -82.2% | +8.3% | -90.4% | -83.4% |
| YTD | -28.1% | +10.4% | -38.5% | -36.8% |
| 1Y | -25.1% | +9.8% | -34.9% | -36.2% |
| All | -25.1% | +9.9% | -35.0% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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