+467.0%
KORU vs HTZ
-59.8%
+526.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +2.6% |
| 7D | +24.3% | -2.5% | +26.8% | +24.9% |
| 30D | +37.3% | -3.7% | +41.1% | +37.7% |
| 3M | -32.8% | -57.0% | +24.2% | -23.6% |
| 6M | +36.9% | -47.0% | +83.9% | +59.0% |
| YTD | +162.6% | -57.5% | +220.1% | +204.1% |
| 1Y | +467.0% | -63.5% | +530.5% | +601.5% |
| All | +467.0% | -59.8% | +526.9% | +601.5% |
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