+482.2%
KORU vs W
+25.7%
+456.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.5% | +10.9% | +11.6% |
| 7D | +13.0% | -4.2% | +17.2% | +16.7% |
| 30D | +27.3% | -7.6% | +34.8% | +35.3% |
| 3M | -55.3% | +37.2% | -92.4% | -63.9% |
| 6M | +11.6% | +26.3% | -14.7% | -6.1% |
| YTD | +158.5% | -1.0% | +159.5% | +131.6% |
| 1Y | +482.2% | +20.1% | +462.1% | +394.0% |
| All | +482.2% | +25.7% | +456.5% | +394.0% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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