+482.2%
KORU vs WCN
-8.7%
+490.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.6% | +11.0% |
| 7D | +13.0% | -0.6% | +13.6% | +11.4% |
| 30D | +27.3% | +0.4% | +26.8% | +29.5% |
| 3M | -55.3% | +7.3% | -62.6% | -45.4% |
| 6M | +11.6% | -2.5% | +14.1% | +35.8% |
| YTD | +158.5% | -5.4% | +163.9% | +197.0% |
| 1Y | +482.2% | -8.5% | +490.6% | +603.9% |
| All | +482.2% | -8.7% | +490.9% | +603.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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