+482.2%
KORU vs HL
+134.7%
+347.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.5% | +15.9% | +15.9% |
| 7D | +13.0% | +1.5% | +11.5% | +10.9% |
| 30D | +27.3% | +25.1% | +2.2% | +2.4% |
| 3M | -55.3% | +22.9% | -78.2% | -59.4% |
| 6M | +11.6% | -4.9% | +16.5% | +21.0% |
| YTD | +158.5% | +7.8% | +150.7% | +173.5% |
| 1Y | +482.2% | +133.9% | +348.3% | +396.9% |
| All | +482.2% | +134.7% | +347.5% | +396.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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