+22.5%
KORU vs KWEB
-34.1%
+56.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +4.5% | -9.7% | -13.7% |
| 7D | -24.3% | +5.8% | -30.1% | -32.8% |
| 30D | -54.2% | -1.0% | -53.2% | -53.4% |
| 3M | -45.4% | -15.8% | -29.6% | -23.3% |
| 6M | -66.5% | -14.9% | -51.5% | -50.7% |
| YTD | +14.9% | -28.6% | +43.5% | +149.1% |
| 1Y | +22.5% | -33.9% | +56.5% | +205.6% |
| All | +22.5% | -34.1% | +56.6% | +205.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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