+27.1%
KORU vs DHI
+575.9%
-548.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.7% | +7.3% | +7.6% |
| 7D | -1.7% | -3.4% | +1.7% | +1.2% |
| 30D | +13.5% | -5.4% | +19.0% | +19.1% |
| 3M | -45.2% | -10.4% | -34.8% | -40.1% |
| 6M | +17.1% | -2.8% | +19.9% | +24.7% |
| YTD | +154.1% | -3.4% | +157.6% | +170.2% |
| 1Y | +375.7% | -22.9% | +398.6% | +485.0% |
| 3Y | +474.0% | +20.7% | +453.3% | +364.4% |
| 5Y | +60.4% | +62.1% | -1.7% | +0.9% |
| 10Y | +82.6% | +410.4% | -327.8% | -51.5% |
| All | +27.1% | +575.9% | -548.8% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling