+22.5%
KORU vs WCC
+24.5%
-1.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -9.9% | +4.7% | +15.5% |
| 7D | -24.3% | -8.8% | -15.5% | -11.4% |
| 30D | -54.2% | -16.0% | -38.2% | -34.4% |
| 3M | -45.4% | -15.2% | -30.2% | -19.5% |
| 6M | -66.5% | -8.4% | -58.1% | -47.6% |
| YTD | +14.9% | +30.1% | -15.2% | +6.9% |
| 1Y | +22.5% | +26.4% | -3.9% | +14.7% |
| All | +22.5% | +24.5% | -1.9% | +14.7% |
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