+56.9%
KORU vs HALO
+158.6%
-101.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.9% |
| 7D | -1.7% | -2.7% | +1.0% | -0.6% |
| 30D | +13.5% | +5.3% | +8.2% | +11.0% |
| 3M | -45.2% | +51.6% | -96.8% | -54.3% |
| 6M | +17.1% | +61.3% | -44.1% | -4.9% |
| YTD | +154.1% | +59.3% | +94.9% | +107.3% |
| 1Y | +375.7% | +38.3% | +337.4% | +307.6% |
| 3Y | +474.0% | +185.9% | +288.2% | +229.1% |
| All | +56.9% | +158.6% | -101.7% | -7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling