+357.3%
KORU vs HWM
+26.9%
+330.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.0% | -10.5% | -9.3% |
| 7D | +2.3% | -12.5% | +14.8% | +23.6% |
| 30D | +20.0% | -19.0% | +39.0% | +60.0% |
| 3M | -32.7% | -8.6% | -24.1% | -24.7% |
| 6M | +13.3% | -10.2% | +23.5% | +31.8% |
| YTD | +133.2% | +11.3% | +121.9% | +125.8% |
| 1Y | +357.3% | +24.3% | +333.0% | +324.1% |
| All | +357.3% | +26.9% | +330.4% | +324.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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