+22.5%
KORU vs WEC
+9.7%
+12.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.3% | -7.6% | -1.6% |
| 7D | -24.3% | +6.9% | -31.2% | -15.5% |
| 30D | -54.2% | +16.6% | -70.8% | -42.6% |
| 3M | -45.4% | +9.1% | -54.5% | -37.6% |
| 6M | -66.5% | +3.2% | -69.6% | -61.5% |
| YTD | +14.9% | +14.9% | 0.0% | +30.8% |
| 1Y | +22.5% | +9.2% | +13.3% | +36.8% |
| All | +22.5% | +9.7% | +12.9% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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