+33.3%
KORU vs HPQ
+394.9%
-361.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.9% | -3.4% | -2.3% |
| 7D | +20.1% | +2.2% | +17.9% | +17.9% |
| 30D | +47.5% | +9.7% | +37.7% | +34.8% |
| 3M | -30.1% | +32.7% | -62.8% | -48.1% |
| 6M | +20.1% | +77.7% | -57.6% | -32.4% |
| YTD | +166.6% | +51.0% | +115.6% | +67.6% |
| 1Y | +458.9% | +18.4% | +440.5% | +325.7% |
| 3Y | +531.8% | +25.6% | +506.2% | +341.3% |
| 5Y | +67.7% | +38.6% | +29.0% | +7.5% |
| 10Y | +91.6% | +226.1% | -134.6% | -27.5% |
| All | +33.3% | +394.9% | -361.6% | -54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling