+67.7%
KORU vs HD
+6.0%
+61.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +2.6% |
| 7D | +20.1% | -1.8% | +21.9% | +22.5% |
| 30D | +47.5% | -10.8% | +58.3% | +65.7% |
| 3M | -30.1% | -2.7% | -27.4% | -29.3% |
| 6M | +20.1% | -10.3% | +30.4% | +35.2% |
| YTD | +166.6% | -7.8% | +174.4% | +193.2% |
| 1Y | +458.9% | -23.1% | +482.1% | +635.2% |
| 3Y | +531.8% | +2.0% | +529.8% | +508.4% |
| 5Y | +67.7% | +6.2% | +61.5% | +45.6% |
| All | +67.7% | +6.0% | +61.7% | +45.6% |
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