+357.3%
KORU vs HAS
+18.8%
+338.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +1.3% | -13.9% | -13.4% |
| 7D | +2.3% | -3.1% | +5.4% | +4.3% |
| 30D | +20.0% | -6.4% | +26.4% | +25.3% |
| 3M | -32.7% | +10.4% | -43.1% | -39.3% |
| 6M | +13.3% | -3.7% | +17.0% | +11.7% |
| YTD | +133.2% | +12.5% | +120.8% | +99.6% |
| 1Y | +357.3% | +19.8% | +337.4% | +250.9% |
| All | +357.3% | +18.8% | +338.5% | +250.9% |
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