+82.9%
KORU vs WEC
+146.6%
-63.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +9.0% | +9.0% |
| 7D | -1.7% | -0.6% | -1.1% | -1.3% |
| 30D | +13.5% | -2.6% | +16.2% | +14.8% |
| 3M | -45.2% | -6.0% | -39.2% | -44.0% |
| 6M | +17.1% | -5.4% | +22.6% | +17.0% |
| YTD | +154.1% | +2.5% | +151.7% | +142.1% |
| 1Y | +375.7% | -0.7% | +376.4% | +358.7% |
| 3Y | +474.0% | +38.7% | +435.3% | +328.7% |
| 5Y | +60.4% | +31.7% | +28.8% | +23.4% |
| All | +82.9% | +146.6% | -63.6% | -14.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling