+375.7%
KORU vs WCC
+66.6%
+309.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +3.7% | +5.2% | +1.7% |
| 7D | -1.7% | +1.5% | -3.2% | -4.0% |
| 30D | +13.5% | -2.1% | +15.7% | +22.1% |
| 3M | -45.2% | +3.8% | -49.0% | -39.9% |
| 6M | +17.1% | +35.0% | -17.8% | -1.4% |
| YTD | +154.1% | +46.4% | +107.8% | +107.3% |
| 1Y | +375.7% | +63.0% | +312.7% | +279.5% |
| All | +375.7% | +66.6% | +309.1% | +279.5% |
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