+31.4%
KORU vs WCC
+422.6%
-391.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | -0.6% |
| 7D | +24.3% | +8.5% | +15.8% | +16.0% |
| 30D | +37.3% | -1.0% | +38.3% | +40.7% |
| 3M | -32.8% | +2.1% | -34.9% | -26.7% |
| 6M | +36.9% | +36.8% | +0.1% | +25.7% |
| YTD | +162.6% | +47.7% | +114.9% | +131.2% |
| 1Y | +467.0% | +66.5% | +400.5% | +353.0% |
| 3Y | +522.4% | +134.2% | +388.2% | +253.1% |
| 5Y | +57.9% | +231.6% | -173.8% | -38.0% |
| 10Y | +70.8% | +508.1% | -437.4% | -65.3% |
| All | +31.4% | +422.6% | -391.3% | -72.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling