+56.9%
KORU vs HUBS
-66.4%
+123.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.7% |
| 7D | -1.7% | -9.0% | +7.3% | +1.0% |
| 30D | +13.5% | +7.2% | +6.3% | +9.9% |
| 3M | -45.2% | +20.9% | -66.1% | -52.7% |
| 6M | +17.1% | -13.0% | +30.2% | +10.7% |
| YTD | +154.1% | -43.8% | +198.0% | +184.4% |
| 1Y | +375.7% | -54.6% | +430.3% | +487.7% |
| 3Y | +474.0% | -58.5% | +532.5% | +609.9% |
| All | +56.9% | -66.4% | +123.3% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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