+482.2%
KORU vs KWEB
-27.0%
+509.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.0% | +11.4% | +9.4% |
| 7D | +13.0% | -1.0% | +14.0% | +15.6% |
| 30D | +27.3% | -8.7% | +36.0% | +50.7% |
| 3M | -55.3% | -4.0% | -51.3% | -51.6% |
| 6M | +11.6% | -13.1% | +24.7% | +65.9% |
| YTD | +158.5% | -23.5% | +182.0% | +378.2% |
| 1Y | +482.2% | -27.2% | +509.3% | +1,251.8% |
| All | +482.2% | -27.0% | +509.2% | +1,251.8% |
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