+482.2%
KORU vs HAL
+74.7%
+407.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.6% | +14.0% | +13.6% |
| 7D | +13.0% | +2.9% | +10.1% | +11.8% |
| 30D | +27.3% | +17.0% | +10.2% | +19.6% |
| 3M | -55.3% | -9.7% | -45.6% | -52.1% |
| 6M | +11.6% | +8.6% | +3.0% | +4.6% |
| YTD | +158.5% | +33.0% | +125.6% | +124.3% |
| 1Y | +482.2% | +68.3% | +413.8% | +413.6% |
| All | +482.2% | +74.7% | +407.5% | +413.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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