-36.9%
KORU vs HDB
-23.2%
-13.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.5% | -5.9% | -5.8% |
| 7D | +11.1% | +2.7% | +8.4% | +8.7% |
| 30D | -40.6% | +14.1% | -54.7% | -48.7% |
| 3M | -63.9% | +11.8% | -75.7% | -68.2% |
| 6M | -82.8% | +8.2% | -91.0% | -84.3% |
| YTD | -15.4% | -29.3% | +13.9% | +13.9% |
| 1Y | -3.3% | -28.8% | +25.5% | +28.9% |
| 3Y | +136.2% | -7.5% | +143.6% | +137.2% |
| All | -36.9% | -23.2% | -13.7% | -27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling