+47.2%
KORU vs HAL
+102.8%
-55.6%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.9% | -9.7% | -11.0% |
| 7D | +2.3% | -3.3% | +5.6% | +4.3% |
| 30D | +20.0% | +7.2% | +12.8% | +15.6% |
| 3M | -32.7% | -8.8% | -23.9% | -30.2% |
| 6M | +13.3% | +3.0% | +10.4% | +10.0% |
| YTD | +133.2% | +29.4% | +103.8% | +100.8% |
| 1Y | +357.3% | +62.8% | +294.4% | +244.0% |
| 3Y | +452.7% | -6.4% | +459.1% | +440.8% |
| 5Y | +47.2% | +103.6% | -56.4% | -18.7% |
| All | +47.2% | +102.8% | -55.6% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling