+482.2%
KORU vs WCC
+61.8%
+420.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +3.9% | +9.6% | +5.9% |
| 7D | +13.0% | +4.5% | +8.5% | +4.6% |
| 30D | +27.3% | -5.8% | +33.1% | +45.8% |
| 3M | -55.3% | -3.7% | -51.6% | -43.0% |
| 6M | +11.6% | +23.1% | -11.5% | +4.6% |
| YTD | +158.5% | +44.2% | +114.4% | +116.7% |
| 1Y | +482.2% | +62.1% | +420.1% | +378.7% |
| All | +482.2% | +61.8% | +420.4% | +378.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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