+33.3%
KORU vs HL
+463.5%
-430.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.4% | +0.7% |
| 7D | +20.1% | +0.4% | +19.7% | +19.7% |
| 30D | +47.5% | +18.8% | +28.6% | +38.1% |
| 3M | -30.1% | +43.7% | -73.8% | -36.9% |
| 6M | +20.1% | -1.0% | +21.2% | +31.5% |
| YTD | +166.6% | +8.7% | +157.9% | +184.9% |
| 1Y | +458.9% | +105.0% | +353.9% | +368.9% |
| 3Y | +531.8% | +427.3% | +104.5% | +259.0% |
| 5Y | +67.7% | +249.3% | -181.6% | +7.6% |
| 10Y | +91.6% | +284.2% | -192.6% | -2.3% |
| All | +33.3% | +463.5% | -430.2% | -44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling