+41.7%
KORU vs HUBS
+583.9%
-542.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.6% |
| 7D | -1.7% | -9.0% | +7.3% | +2.3% |
| 30D | +13.5% | +7.2% | +6.3% | +8.3% |
| 3M | -45.2% | +20.9% | -66.1% | -55.0% |
| 6M | +17.1% | -13.0% | +30.2% | +6.2% |
| YTD | +154.1% | -43.8% | +198.0% | +174.0% |
| 1Y | +375.7% | -54.6% | +430.3% | +466.8% |
| 3Y | +474.0% | -58.5% | +532.5% | +588.0% |
| 5Y | +60.4% | -66.4% | +126.8% | +93.1% |
| 10Y | +82.6% | +319.2% | -236.6% | -40.3% |
| All | +41.7% | +583.9% | -542.1% | -56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling