+375.7%
KORU vs HLT
+12.2%
+363.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +9.0% | +9.0% |
| 7D | -1.7% | -1.6% | -0.1% | +0.1% |
| 30D | +13.5% | -5.0% | +18.6% | +19.4% |
| 3M | -45.2% | -10.4% | -34.8% | -37.3% |
| 6M | +17.1% | +3.2% | +13.9% | +12.9% |
| YTD | +154.1% | +6.7% | +147.4% | +144.1% |
| 1Y | +375.7% | +10.3% | +365.4% | +382.5% |
| All | +375.7% | +12.2% | +363.5% | +382.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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