+33.3%
KORU vs HBM
+220.8%
-187.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.9% |
| 7D | +20.1% | +5.5% | +14.6% | +15.9% |
| 30D | +47.5% | +3.3% | +44.2% | +45.5% |
| 3M | -30.1% | +12.7% | -42.7% | -30.3% |
| 6M | +20.1% | +28.2% | -8.1% | +22.8% |
| YTD | +166.6% | +45.3% | +121.3% | +159.2% |
| 1Y | +458.9% | +121.7% | +337.2% | +328.3% |
| 3Y | +531.8% | +523.5% | +8.2% | +167.5% |
| 5Y | +67.7% | +393.9% | -326.2% | -20.8% |
| 10Y | +91.6% | +647.9% | -556.3% | -36.6% |
| All | +33.3% | +220.8% | -187.5% | -48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling