+426.7%
KORU vs HBM
+460.9%
-34.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -7.5% | -5.0% | -4.7% |
| 7D | +2.3% | -3.7% | +6.1% | +6.5% |
| 30D | +20.0% | -3.7% | +23.7% | +26.2% |
| 3M | -32.7% | +8.0% | -40.7% | -31.6% |
| 6M | +13.3% | +15.8% | -2.5% | +24.7% |
| YTD | +133.2% | +34.4% | +98.8% | +138.2% |
| 1Y | +357.3% | +98.2% | +259.1% | +256.8% |
| All | +426.7% | +460.9% | -34.1% | +84.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling