-42.9%
KORU vs HTZ
-95.4%
+52.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -8.4% | +14.2% | +8.0% |
| 7D | -35.0% | -14.6% | -20.4% | -30.9% |
| 30D | -65.5% | -20.8% | -44.8% | -62.8% |
| 3M | -58.9% | -18.8% | -40.1% | -56.3% |
| 6M | -83.5% | -74.7% | -8.8% | -77.7% |
| YTD | -23.9% | -68.1% | +44.2% | -2.7% |
| 1Y | -12.4% | -73.5% | +61.0% | +15.8% |
| 3Y | +82.1% | -81.8% | +163.9% | +133.3% |
| All | -42.9% | -95.4% | +52.4% | +22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling