+482.2%
KORU vs DHR
+5.2%
+477.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.6% | +15.0% | +13.7% |
| 7D | +13.0% | -3.9% | +16.9% | +13.8% |
| 30D | +27.3% | +4.0% | +23.3% | +26.8% |
| 3M | -55.3% | +11.5% | -66.8% | -57.8% |
| 6M | +11.6% | +1.9% | +9.7% | +11.1% |
| YTD | +158.5% | -8.9% | +167.4% | +164.3% |
| 1Y | +482.2% | +5.1% | +477.0% | +485.7% |
| All | +482.2% | +5.2% | +477.0% | +485.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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