+82.9%
KORU vs HRB
+209.1%
-126.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.4% | +8.8% |
| 7D | -1.7% | -8.0% | +6.3% | +1.1% |
| 30D | +13.5% | -16.0% | +29.5% | +19.8% |
| 3M | -45.2% | +26.9% | -72.1% | -53.0% |
| 6M | +17.1% | +51.1% | -34.0% | -13.5% |
| YTD | +154.1% | +7.1% | +147.1% | +121.0% |
| 1Y | +375.7% | -9.6% | +385.3% | +348.4% |
| 3Y | +474.0% | +25.4% | +448.6% | +328.8% |
| 5Y | +60.4% | +114.9% | -54.5% | -18.2% |
| All | +82.9% | +209.1% | -126.2% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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