+522.4%
KORU vs HD
+3.5%
+518.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +4.1% |
| 7D | +24.3% | -1.2% | +25.5% | +25.9% |
| 30D | +37.3% | -11.1% | +48.5% | +55.5% |
| 3M | -32.8% | +2.0% | -34.8% | -36.3% |
| 6M | +36.9% | -10.5% | +47.4% | +53.7% |
| YTD | +162.6% | -6.9% | +169.5% | +185.0% |
| 1Y | +467.0% | -23.2% | +490.2% | +654.5% |
| 3Y | +522.4% | +3.1% | +519.3% | +437.8% |
| All | +522.4% | +3.5% | +518.9% | +437.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling