+426.7%
KORU vs HPE
+242.3%
+184.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -6.2% | -6.3% | -6.9% |
| 7D | +2.3% | +1.4% | +0.9% | +0.4% |
| 30D | +20.0% | +1.5% | +18.5% | +18.5% |
| 3M | -32.7% | +21.7% | -54.5% | -40.9% |
| 6M | +13.3% | +164.2% | -150.8% | -43.2% |
| YTD | +133.2% | +132.1% | +1.2% | +28.1% |
| 1Y | +357.3% | +130.6% | +226.6% | +151.0% |
| All | +426.7% | +242.3% | +184.4% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 3y: compounded portfolio wealth divided by compounded HPE 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…
3y analysis · Full analysis span regression · 6 months rolling