-65.5%
KORU vs HTZ
-92.5%
+27.1%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -8.4% | +14.2% | +7.8% |
| 7D | -35.0% | -14.6% | -20.4% | -31.2% |
| 30D | -65.5% | -20.8% | -44.8% | -63.0% |
| 3M | -58.9% | -18.8% | -40.1% | -56.4% |
| 6M | -83.5% | -74.7% | -8.8% | -78.2% |
| YTD | -23.9% | -68.1% | +44.2% | -4.6% |
| 1Y | -12.4% | -73.5% | +61.0% | +13.2% |
| 3Y | +82.1% | -81.8% | +163.9% | +123.9% |
| 5Y | -42.6% | -95.2% | +52.6% | -6.6% |
| All | -65.5% | -92.5% | +27.1% | -41.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling