+67.9%
KORU vs HD
+208.4%
-140.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.5% | -11.0% | -10.5% |
| 7D | +2.3% | -3.9% | +6.2% | +7.9% |
| 30D | +20.0% | -13.1% | +33.1% | +42.8% |
| 3M | -32.7% | -3.4% | -29.3% | -31.0% |
| 6M | +13.3% | -12.6% | +25.9% | +35.4% |
| YTD | +133.2% | -9.2% | +142.4% | +166.4% |
| 1Y | +357.3% | -23.9% | +381.2% | +542.7% |
| 3Y | +452.7% | +0.4% | +452.2% | +434.8% |
| 5Y | +47.2% | +4.5% | +42.7% | +30.3% |
| All | +67.9% | +208.4% | -140.5% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling