+22.5%
KORU vs HAS
+66.3%
-43.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.1% | -8.3% | -6.5% |
| 7D | -24.3% | +2.4% | -26.8% | -25.1% |
| 30D | -54.2% | +31.6% | -85.8% | -60.5% |
| 3M | -45.4% | +33.9% | -79.3% | -53.7% |
| 6M | -66.5% | +31.4% | -97.9% | -72.0% |
| YTD | +14.9% | +51.6% | -36.7% | -18.4% |
| 1Y | +22.5% | +65.2% | -42.6% | -23.0% |
| All | +22.5% | +66.3% | -43.8% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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