+31.4%
KORU vs HAL
+20.1%
+11.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.1% |
| 7D | +24.3% | +0.5% | +23.8% | +23.9% |
| 30D | +37.3% | +15.9% | +21.4% | +23.8% |
| 3M | -32.8% | -8.7% | -24.1% | -30.2% |
| 6M | +36.9% | +9.0% | +27.9% | +26.7% |
| YTD | +162.6% | +32.0% | +130.6% | +115.7% |
| 1Y | +467.0% | +72.5% | +394.6% | +284.4% |
| 3Y | +522.4% | -4.5% | +526.9% | +499.1% |
| 5Y | +57.9% | +109.7% | -51.8% | -19.7% |
| 10Y | +70.8% | +1.2% | +69.6% | +10.6% |
| All | +31.4% | +20.1% | +11.3% | -34.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling