+426.7%
KORU vs HRB
+25.2%
+401.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.6% | -11.9% | -12.7% |
| 7D | +2.3% | -12.2% | +14.5% | -2.0% |
| 30D | +20.0% | -3.0% | +23.0% | +18.7% |
| 3M | -32.7% | +21.7% | -54.4% | -25.3% |
| 6M | +13.3% | +52.3% | -39.0% | +26.4% |
| YTD | +133.2% | +6.5% | +126.7% | +181.1% |
| 1Y | +357.3% | -6.7% | +363.9% | +471.3% |
| All | +426.7% | +25.2% | +401.5% | +441.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling