+22.5%
KORU vs HBM
+47.3%
-24.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.6% | -8.9% | -11.2% |
| 7D | -24.3% | -5.8% | -18.5% | -16.1% |
| 30D | -54.2% | -18.5% | -35.7% | -34.2% |
| 3M | -45.4% | -10.3% | -35.2% | -32.9% |
| 6M | -66.5% | +2.1% | -68.6% | -54.3% |
| YTD | +14.9% | +12.0% | +2.9% | +69.0% |
| 1Y | +22.5% | +49.8% | -27.2% | +40.0% |
| All | +22.5% | +47.3% | -24.7% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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