+56.9%
KORU vs HBM
+327.6%
-270.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.5% | +9.5% | +9.4% |
| 7D | -1.7% | -3.3% | +1.6% | +1.5% |
| 30D | +13.5% | -4.8% | +18.4% | +20.0% |
| 3M | -45.2% | -0.4% | -44.8% | -40.7% |
| 6M | +17.1% | +17.9% | -0.7% | +27.6% |
| YTD | +154.1% | +33.7% | +120.4% | +158.6% |
| 1Y | +375.7% | +95.6% | +280.1% | +266.7% |
| 3Y | +474.0% | +458.1% | +15.9% | +94.4% |
| All | +56.9% | +327.6% | -270.7% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling