+47.2%
KORU vs WCC
+211.6%
-164.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.2% | -9.3% | -9.4% |
| 7D | +2.3% | +1.7% | +0.7% | +1.3% |
| 30D | +20.0% | -6.1% | +26.1% | +30.0% |
| 3M | -32.7% | +3.1% | -35.8% | -26.7% |
| 6M | +13.3% | +28.2% | -14.9% | +10.9% |
| YTD | +133.2% | +41.1% | +92.1% | +117.2% |
| 1Y | +357.3% | +61.3% | +296.0% | +287.1% |
| 3Y | +452.7% | +123.6% | +329.0% | +246.6% |
| 5Y | +47.2% | +214.8% | -167.6% | -39.5% |
| All | +47.2% | +211.6% | -164.4% | -39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling