+29.3%
KORU vs HD
+516.8%
-487.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.9% | +12.5% | +12.3% |
| 7D | +13.0% | -2.1% | +15.1% | +16.3% |
| 30D | +27.3% | -8.4% | +35.7% | +41.2% |
| 3M | -55.3% | +4.3% | -59.6% | -58.7% |
| 6M | +11.6% | -11.1% | +22.7% | +30.1% |
| YTD | +158.5% | -4.7% | +163.2% | +176.8% |
| 1Y | +482.2% | -19.8% | +502.0% | +656.0% |
| 3Y | +471.9% | +4.1% | +467.8% | +435.0% |
| 5Y | +41.1% | +10.3% | +30.8% | +19.6% |
| 10Y | +80.2% | +203.2% | -123.0% | -44.1% |
| All | +29.3% | +516.8% | -487.5% | -73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling