+29.3%
KORU vs HAS
+225.7%
-196.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.5% | +13.9% | +13.8% |
| 7D | +13.0% | -1.8% | +14.8% | +14.6% |
| 30D | +27.3% | +2.3% | +25.0% | +24.9% |
| 3M | -55.3% | +10.4% | -65.6% | -58.9% |
| 6M | +11.6% | -3.2% | +14.8% | +12.9% |
| YTD | +158.5% | +15.4% | +143.1% | +128.0% |
| 1Y | +482.2% | +18.8% | +463.4% | +402.2% |
| 3Y | +471.9% | +43.9% | +428.0% | +312.9% |
| 5Y | +41.1% | +13.9% | +27.2% | +23.0% |
| 10Y | +80.2% | +56.4% | +23.8% | +15.0% |
| All | +29.3% | +225.7% | -196.4% | -50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling