+82.9%
KORU vs HAL
+4.5%
+78.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.6% | +9.4% |
| 7D | -1.7% | -3.3% | +1.6% | +0.6% |
| 30D | +13.5% | +8.2% | +5.4% | +8.0% |
| 3M | -45.2% | -9.4% | -35.8% | -42.7% |
| 6M | +17.1% | +0.6% | +16.5% | +14.5% |
| YTD | +154.1% | +28.6% | +125.6% | +113.4% |
| 1Y | +375.7% | +63.9% | +311.8% | +235.8% |
| 3Y | +474.0% | -7.1% | +481.1% | +464.4% |
| 5Y | +60.4% | +102.3% | -41.9% | -15.8% |
| All | +82.9% | +4.5% | +78.4% | +3.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling