+82.9%
KORU vs HPQ
+259.7%
-176.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +8.4% | +0.6% | +1.9% |
| 7D | -1.7% | +9.8% | -11.5% | -9.4% |
| 30D | +13.5% | +22.4% | -8.8% | -6.0% |
| 3M | -45.2% | +45.2% | -90.4% | -63.3% |
| 6M | +17.1% | +96.4% | -79.3% | -43.0% |
| YTD | +154.1% | +65.4% | +88.7% | +41.0% |
| 1Y | +375.7% | +31.6% | +344.1% | +222.3% |
| 3Y | +474.0% | +37.0% | +437.0% | +252.4% |
| 5Y | +60.4% | +53.0% | +7.4% | -14.7% |
| All | +82.9% | +259.7% | -176.8% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 10y: compounded portfolio wealth divided by compounded HPQ 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…
10y analysis · Full analysis span regression · 6 months rolling