+31.4%
KORU vs HRB
+161.3%
-130.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.5% | +8.0% | +3.8% |
| 7D | +24.3% | -9.1% | +33.4% | +28.1% |
| 30D | +37.3% | +0.3% | +37.1% | +36.3% |
| 3M | -32.8% | +23.4% | -56.2% | -41.6% |
| 6M | +36.9% | +45.1% | -8.2% | +4.5% |
| YTD | +162.6% | +8.9% | +153.7% | +127.0% |
| 1Y | +467.0% | -7.9% | +474.9% | +426.9% |
| 3Y | +522.4% | +27.9% | +494.4% | +370.3% |
| 5Y | +57.9% | +108.3% | -50.5% | -12.0% |
| 10Y | +70.8% | +208.4% | -137.7% | -25.3% |
| All | +31.4% | +161.3% | -130.0% | -39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling