-51.6%
KORU vs HD
+0.5%
-52.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.1% | +18.4% | +18.5% |
| 7D | -18.1% | -1.2% | -17.0% | -20.1% |
| 30D | -45.7% | +20.9% | -66.6% | -34.1% |
| 3M | -51.6% | -0.2% | -51.4% | -41.8% |
| All | -51.6% | +0.5% | -52.0% | -41.8% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling