+13.3%
KORU vs KWEB
-20.7%
+34.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.4% | -11.1% | -9.7% |
| 7D | +2.3% | -4.3% | +6.6% | +12.2% |
| 30D | +20.0% | -13.0% | +33.0% | +59.1% |
| 3M | -32.7% | -7.6% | -25.2% | -25.4% |
| 6M | +13.3% | -21.1% | +34.5% | +172.7% |
| All | +13.3% | -20.7% | +34.0% | +172.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling