+375.7%
KORU vs WCN
-9.1%
+384.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +9.4% |
| 7D | -1.7% | -3.1% | +1.4% | -8.2% |
| 30D | +13.5% | -3.4% | +16.9% | +5.7% |
| 3M | -45.2% | +3.0% | -48.2% | -38.9% |
| 6M | +17.1% | -3.8% | +20.9% | +33.7% |
| YTD | +154.1% | -8.3% | +162.5% | +172.5% |
| 1Y | +375.7% | -9.7% | +385.4% | +453.8% |
| All | +375.7% | -9.1% | +384.8% | +453.8% |
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