+482.2%
KORU vs HTZ
-58.1%
+540.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.3% | +12.1% | +13.2% |
| 7D | +13.0% | +7.5% | +5.5% | +11.4% |
| 30D | +27.3% | +47.4% | -20.2% | +16.4% |
| 3M | -55.3% | -54.9% | -0.4% | -49.7% |
| 6M | +11.6% | -47.0% | +58.6% | +28.0% |
| YTD | +158.5% | -55.3% | +213.8% | +195.9% |
| 1Y | +482.2% | -57.6% | +539.8% | +606.8% |
| All | +482.2% | -58.1% | +540.3% | +606.8% |
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