+56.9%
KORU vs HCA
+71.9%
-15.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +8.4% |
| 7D | -1.7% | +5.4% | -7.1% | -3.7% |
| 30D | +13.5% | +3.0% | +10.6% | +11.7% |
| 3M | -45.2% | +13.0% | -58.2% | -50.3% |
| 6M | +17.1% | -20.3% | +37.4% | +30.4% |
| YTD | +154.1% | -8.2% | +162.4% | +160.2% |
| 1Y | +375.7% | +6.7% | +369.0% | +338.0% |
| 3Y | +474.0% | +60.4% | +413.6% | +282.1% |
| All | +56.9% | +71.9% | -15.0% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling