+22.5%
KORU vs HCA
+11.2%
+11.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +10.3% | -15.6% | 0.0% |
| 7D | -24.3% | +10.2% | -34.6% | -20.0% |
| 30D | -54.2% | +17.4% | -71.6% | -50.0% |
| 3M | -45.4% | +27.7% | -73.1% | -37.7% |
| 6M | -66.5% | +20.0% | -86.5% | -56.5% |
| YTD | +14.9% | +10.0% | +4.9% | +67.5% |
| 1Y | +22.5% | +9.0% | +13.5% | +78.2% |
| All | +22.5% | +11.2% | +11.4% | +78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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