+426.7%
KORU vs HDB
-31.0%
+457.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.1% | -11.4% | -11.6% |
| 7D | +2.3% | -6.2% | +8.5% | +7.8% |
| 30D | +20.0% | -6.2% | +26.2% | +25.9% |
| 3M | -32.7% | -5.9% | -26.9% | -30.4% |
| 6M | +13.3% | -25.9% | +39.2% | +44.0% |
| YTD | +133.2% | -40.2% | +173.4% | +236.6% |
| 1Y | +357.3% | -38.0% | +395.3% | +539.9% |
| All | +426.7% | -31.0% | +457.7% | +556.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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