+31.4%
KORU vs WCN
+667.4%
-636.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.5% |
| 7D | +24.3% | -0.4% | +24.7% | +24.6% |
| 30D | +37.3% | -2.1% | +39.5% | +39.4% |
| 3M | -32.8% | +6.4% | -39.2% | -41.7% |
| 6M | +36.9% | -3.7% | +40.6% | +25.7% |
| YTD | +162.6% | -6.4% | +169.0% | +145.8% |
| 1Y | +467.0% | -7.9% | +475.0% | +427.4% |
| 3Y | +522.4% | +20.8% | +501.6% | +304.9% |
| 5Y | +57.9% | +29.0% | +28.9% | -5.7% |
| 10Y | +70.8% | +236.4% | -165.6% | -60.6% |
| All | +31.4% | +667.4% | -636.1% | -87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling