+22.5%
KORU vs HALO
+92.7%
-70.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.3% | -6.6% | -5.7% |
| 7D | -24.3% | +0.2% | -24.5% | -24.4% |
| 30D | -54.2% | +20.3% | -74.6% | -57.1% |
| 3M | -45.4% | +56.6% | -102.1% | -55.4% |
| 6M | -66.5% | +101.9% | -168.3% | -77.9% |
| YTD | +14.9% | +93.7% | -78.8% | -24.3% |
| 1Y | +22.5% | +91.5% | -69.0% | -19.4% |
| All | +22.5% | +92.7% | -70.2% | -19.4% |
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