+33.3%
KORU vs HIG
+583.8%
-550.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.0% |
| 7D | +20.1% | -0.5% | +20.6% | +20.3% |
| 30D | +47.5% | -2.8% | +50.3% | +48.8% |
| 3M | -30.1% | +6.3% | -36.4% | -36.6% |
| 6M | +20.1% | -0.1% | +20.2% | +10.4% |
| YTD | +166.6% | +0.4% | +166.2% | +142.8% |
| 1Y | +458.9% | +6.2% | +452.7% | +375.8% |
| 3Y | +531.8% | +101.6% | +430.1% | +203.2% |
| 5Y | +67.7% | +119.8% | -52.2% | -23.5% |
| 10Y | +91.6% | +311.7% | -220.2% | -48.6% |
| All | +33.3% | +583.8% | -550.5% | -74.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling