+482.2%
KORU vs WEC
+1.8%
+480.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.7% | +14.1% | +12.5% |
| 7D | +13.0% | -0.3% | +13.3% | +12.7% |
| 30D | +27.3% | -1.3% | +28.6% | +24.9% |
| 3M | -55.3% | -3.9% | -51.4% | -57.1% |
| 6M | +11.6% | -8.3% | +19.9% | +10.0% |
| YTD | +158.5% | +3.1% | +155.5% | +167.7% |
| 1Y | +482.2% | +1.9% | +480.2% | +534.8% |
| All | +482.2% | +1.8% | +480.4% | +534.8% |
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