+67.7%
KORU vs W
-62.3%
+130.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.4% | +1.4% |
| 7D | +20.1% | +5.9% | +14.2% | +17.3% |
| 30D | +47.5% | -3.0% | +50.5% | +49.8% |
| 3M | -30.1% | +40.3% | -70.4% | -38.8% |
| 6M | +20.1% | +32.2% | -12.1% | +11.2% |
| YTD | +166.6% | -0.3% | +166.9% | +171.1% |
| 1Y | +458.9% | +16.2% | +442.8% | +424.8% |
| 3Y | +531.8% | +40.7% | +491.0% | +394.7% |
| 5Y | +67.7% | -62.3% | +130.0% | +49.5% |
| All | +67.7% | -62.3% | +130.0% | +49.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling