-32.7%
KORU vs HALO
+49.3%
-82.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.4% | -12.2% | -12.5% |
| 7D | +2.3% | -3.4% | +5.7% | +2.7% |
| 30D | +20.0% | +4.3% | +15.7% | +18.8% |
| 3M | -32.7% | +51.8% | -84.5% | -45.0% |
| All | -32.7% | +49.3% | -82.0% | -45.0% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling