+375.7%
KORU vs HPQ
+30.7%
+344.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +8.4% | +0.6% | +9.3% |
| 7D | -1.7% | +9.8% | -11.5% | -1.4% |
| 30D | +13.5% | +22.4% | -8.8% | +14.8% |
| 3M | -45.2% | +45.2% | -90.4% | -44.9% |
| 6M | +17.1% | +96.4% | -79.3% | +15.9% |
| YTD | +154.1% | +65.4% | +88.7% | +162.6% |
| 1Y | +375.7% | +31.6% | +344.1% | +424.1% |
| All | +375.7% | +30.7% | +344.9% | +424.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling