-57.6%
KORU vs HAS
+325.6%
-383.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +1.7% | +9.6% | +10.0% |
| 7D | -25.8% | +2.2% | -28.0% | -26.6% |
| 30D | -56.9% | +29.6% | -86.5% | -65.0% |
| 3M | -55.7% | +30.3% | -86.0% | -64.4% |
| 6M | -83.7% | +25.6% | -109.3% | -86.7% |
| YTD | -15.3% | +50.8% | -66.1% | -39.9% |
| 1Y | +3.4% | +63.0% | -59.7% | -30.9% |
| 3Y | +133.8% | +211.6% | -77.8% | -7.3% |
| 5Y | -35.4% | +50.4% | -85.8% | -54.9% |
| 10Y | -27.3% | +101.9% | -129.2% | -62.4% |
| All | -57.6% | +325.6% | -383.3% | -87.1% |
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