-26.6%
KORU vs HD
+7.5%
-34.1%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +0.1% | +18.4% | +18.4% |
| 7D | -18.1% | -1.2% | -17.0% | -16.4% |
| 30D | -45.7% | +20.9% | -66.6% | -56.4% |
| 3M | -51.6% | -0.2% | -51.4% | -52.7% |
| 6M | -82.6% | +14.5% | -97.1% | -85.7% |
| YTD | -5.9% | +4.3% | -10.2% | -11.0% |
| 1Y | +3.3% | -3.5% | +6.7% | +5.4% |
| 3Y | +154.5% | +30.1% | +124.4% | +84.8% |
| 5Y | -26.6% | +8.5% | -35.1% | -39.5% |
| All | -26.6% | +7.5% | -34.1% | -39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling