+22.5%
KORU vs HTZ
-60.6%
+83.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +9.2% | -14.4% | -8.1% |
| 7D | -24.3% | +18.9% | -43.3% | -28.5% |
| 30D | -54.2% | +26.3% | -80.5% | -58.2% |
| 3M | -45.4% | +49.7% | -95.1% | -54.4% |
| 6M | -66.5% | -61.1% | -5.3% | -53.0% |
| YTD | +14.9% | -56.0% | +70.9% | +45.6% |
| 1Y | +22.5% | -66.4% | +89.0% | +62.3% |
| All | +22.5% | -60.6% | +83.2% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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