+27.1%
KORU vs HCA
+1,166.2%
-1,139.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +8.1% |
| 7D | -1.7% | +5.4% | -7.1% | -5.0% |
| 30D | +13.5% | +3.0% | +10.6% | +10.4% |
| 3M | -45.2% | +13.0% | -58.2% | -52.7% |
| 6M | +17.1% | -20.3% | +37.4% | +28.3% |
| YTD | +154.1% | -8.2% | +162.4% | +151.1% |
| 1Y | +375.7% | +6.7% | +369.0% | +314.5% |
| 3Y | +474.0% | +60.4% | +413.6% | +249.5% |
| 5Y | +60.4% | +73.4% | -13.0% | -10.6% |
| 10Y | +82.6% | +506.9% | -424.3% | -55.4% |
| All | +27.1% | +1,166.2% | -1,139.1% | -76.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling