+56.9%
KORU vs DHI
+61.2%
-4.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.7% | +7.3% | +7.7% |
| 7D | -1.7% | -3.4% | +1.7% | +1.1% |
| 30D | +13.5% | -5.4% | +19.0% | +18.9% |
| 3M | -45.2% | -10.4% | -34.8% | -40.1% |
| 6M | +17.1% | -2.8% | +19.9% | +24.2% |
| YTD | +154.1% | -3.4% | +157.6% | +169.2% |
| 1Y | +375.7% | -22.9% | +398.6% | +476.6% |
| 3Y | +474.0% | +20.7% | +453.3% | +356.3% |
| All | +56.9% | +61.2% | -4.3% | -6.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling