+482.2%
KORU vs HALO
+47.3%
+434.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.5% | +14.0% | +13.6% |
| 7D | +13.0% | +4.6% | +8.4% | +11.1% |
| 30D | +27.3% | +31.8% | -4.5% | +12.3% |
| 3M | -55.3% | +53.9% | -109.2% | -64.3% |
| 6M | +11.6% | +57.4% | -45.8% | -13.3% |
| YTD | +158.5% | +63.7% | +94.8% | +92.7% |
| 1Y | +482.2% | +50.1% | +432.0% | +345.7% |
| All | +482.2% | +47.3% | +434.9% | +345.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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