+56.9%
KORU vs WCN
+24.9%
+32.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.2% | +8.8% | +8.9% |
| 7D | -1.7% | -3.1% | +1.4% | -0.9% |
| 30D | +13.5% | -3.4% | +16.9% | +14.4% |
| 3M | -45.2% | +3.0% | -48.2% | -48.0% |
| 6M | +17.1% | -3.8% | +20.9% | +13.0% |
| YTD | +154.1% | -8.3% | +162.5% | +154.3% |
| 1Y | +375.7% | -9.7% | +385.4% | +375.2% |
| 3Y | +474.0% | +17.2% | +456.9% | +318.2% |
| All | +56.9% | +24.9% | +32.0% | +2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling