+67.7%
KORU vs HDB
-38.7%
+106.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.8% | +3.3% | +3.2% |
| 7D | +20.1% | -4.9% | +25.0% | +25.6% |
| 30D | +47.5% | -5.8% | +53.3% | +54.8% |
| 3M | -30.1% | -5.2% | -24.9% | -27.7% |
| 6M | +20.1% | -25.7% | +45.8% | +60.6% |
| YTD | +166.6% | -39.6% | +206.2% | +323.1% |
| 1Y | +458.9% | -36.9% | +495.9% | +747.4% |
| 3Y | +531.8% | -29.7% | +561.5% | +746.4% |
| 5Y | +67.7% | -37.8% | +105.4% | +146.6% |
| All | +67.7% | -38.7% | +106.4% | +146.6% |
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