+426.7%
KORU vs WCN
+18.2%
+408.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.1% | -11.4% | -13.0% |
| 7D | +2.3% | -4.4% | +6.7% | +0.4% |
| 30D | +20.0% | -4.4% | +24.5% | +17.8% |
| 3M | -32.7% | +0.5% | -33.2% | -33.0% |
| 6M | +13.3% | -3.3% | +16.6% | +14.6% |
| YTD | +133.2% | -8.5% | +141.7% | +143.0% |
| 1Y | +357.3% | -8.9% | +366.2% | +374.6% |
| All | +426.7% | +18.2% | +408.6% | +297.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling