+22.5%
KORU vs HIG
+12.7%
+9.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.4% | -7.6% | +0.9% |
| 7D | -24.3% | +6.2% | -30.5% | -10.8% |
| 30D | -54.2% | +9.4% | -63.6% | -40.0% |
| 3M | -45.4% | -2.3% | -43.1% | -44.4% |
| 6M | -66.5% | +4.2% | -70.6% | -54.4% |
| YTD | +14.9% | +1.6% | +13.3% | +58.6% |
| 1Y | +22.5% | +9.9% | +12.7% | +79.0% |
| All | +22.5% | +12.7% | +9.8% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling