+482.2%
KORU vs WAB
+48.2%
+434.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.7% | +12.7% | +11.9% |
| 7D | +13.0% | -3.2% | +16.2% | +21.5% |
| 30D | +27.3% | -4.4% | +31.7% | +41.5% |
| 3M | -55.3% | +7.9% | -63.1% | -60.4% |
| 6M | +11.6% | +8.7% | +2.9% | -1.4% |
| YTD | +158.5% | +33.0% | +125.6% | +81.1% |
| 1Y | +482.2% | +46.7% | +435.5% | +273.9% |
| All | +482.2% | +48.2% | +434.0% | +273.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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