+28.8%
KORU vs KWEB
+20.3%
+8.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.4% | -11.1% | -11.2% |
| 7D | +2.3% | -4.3% | +6.6% | +6.9% |
| 30D | +20.0% | -13.0% | +33.0% | +36.9% |
| 3M | -32.7% | -7.6% | -25.2% | -28.7% |
| 6M | +13.3% | -21.1% | +34.5% | +48.9% |
| YTD | +133.2% | -28.2% | +161.4% | +240.7% |
| 1Y | +357.3% | -34.9% | +392.1% | +640.0% |
| 3Y | +452.7% | -0.8% | +453.4% | +491.3% |
| 5Y | +47.2% | -43.6% | +90.8% | +139.5% |
| 10Y | +67.6% | -21.7% | +89.2% | +121.8% |
| All | +28.8% | +20.3% | +8.5% | +18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling