+426.7%
KORU vs WEC
+39.2%
+387.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.8% | -11.8% | -12.6% |
| 7D | +2.3% | -1.3% | +3.6% | +2.1% |
| 30D | +20.0% | -0.4% | +20.4% | +19.8% |
| 3M | -32.7% | -6.8% | -25.9% | -33.4% |
| 6M | +13.3% | -6.4% | +19.7% | +12.3% |
| YTD | +133.2% | +2.5% | +130.7% | +126.7% |
| 1Y | +357.3% | -0.4% | +357.7% | +345.3% |
| All | +426.7% | +39.2% | +387.5% | +319.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling