+57.9%
KORU vs HAS
+10.2%
+47.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +3.4% |
| 7D | +24.3% | -3.1% | +27.4% | +27.2% |
| 30D | +37.3% | -2.7% | +40.0% | +39.9% |
| 3M | -32.8% | +8.9% | -41.7% | -37.8% |
| 6M | +36.9% | -2.9% | +39.8% | +37.4% |
| YTD | +162.6% | +12.6% | +150.0% | +135.0% |
| 1Y | +467.0% | +17.5% | +449.6% | +391.0% |
| 3Y | +522.4% | +46.2% | +476.2% | +347.1% |
| 5Y | +57.9% | +12.6% | +45.3% | +58.9% |
| All | +57.9% | +10.2% | +47.7% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling