+474.0%
KORU vs HCA
+59.6%
+414.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +8.9% |
| 7D | -1.7% | +5.4% | -7.1% | -2.0% |
| 30D | +13.5% | +3.0% | +10.6% | +13.3% |
| 3M | -45.2% | +13.0% | -58.2% | -46.9% |
| 6M | +17.1% | -20.3% | +37.4% | +32.8% |
| YTD | +154.1% | -8.2% | +162.4% | +172.8% |
| 1Y | +375.7% | +6.7% | +369.0% | +374.9% |
| 3Y | +474.0% | +60.4% | +413.6% | +345.7% |
| All | +474.0% | +59.6% | +414.4% | +345.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling