-57.7%
KORU vs HDB
+217.1%
-274.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.5% | -5.9% | -5.9% |
| 7D | +11.1% | +2.7% | +8.4% | +8.5% |
| 30D | -40.6% | +14.1% | -54.7% | -49.3% |
| 3M | -63.9% | +11.8% | -75.7% | -68.5% |
| 6M | -82.8% | +8.2% | -91.0% | -84.4% |
| YTD | -15.4% | -29.3% | +13.9% | +17.1% |
| 1Y | -3.3% | -28.8% | +25.5% | +32.5% |
| 3Y | +136.2% | -7.5% | +143.6% | +141.2% |
| 5Y | -36.7% | -23.1% | -13.7% | -21.3% |
| 10Y | -22.9% | +63.7% | -86.6% | -48.9% |
| All | -57.7% | +217.1% | -274.8% | -81.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling