+29.3%
KORU vs HDB
+184.6%
-155.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.4% | +13.9% | +13.9% |
| 7D | +13.0% | +0.4% | +12.6% | +12.3% |
| 30D | +27.3% | -2.8% | +30.1% | +30.0% |
| 3M | -55.3% | -3.5% | -51.7% | -53.7% |
| 6M | +11.6% | -24.7% | +36.3% | +50.7% |
| YTD | +158.5% | -36.6% | +195.1% | +306.6% |
| 1Y | +482.2% | -34.4% | +516.5% | +780.0% |
| 3Y | +471.9% | -24.4% | +496.3% | +628.7% |
| 5Y | +41.1% | -35.4% | +76.5% | +113.4% |
| 10Y | +80.2% | +39.5% | +40.6% | +41.5% |
| All | +29.3% | +184.6% | -155.2% | -37.0% |
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 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