+33.3%
KORU vs DHR
+734.4%
-701.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.6% |
| 7D | +20.1% | -2.4% | +22.5% | +22.1% |
| 30D | +47.5% | -2.2% | +49.6% | +50.5% |
| 3M | -30.1% | +9.0% | -39.0% | -37.2% |
| 6M | +20.1% | +3.5% | +16.7% | +13.4% |
| YTD | +166.6% | -10.1% | +176.7% | +181.2% |
| 1Y | +458.9% | +6.2% | +452.7% | +410.3% |
| 3Y | +531.8% | -5.4% | +537.1% | +530.6% |
| 5Y | +67.7% | -27.9% | +95.6% | +108.6% |
| 10Y | +91.6% | +215.7% | -124.2% | +15.8% |
| All | +33.3% | +734.4% | -701.1% | -62.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling