+31.4%
KORU vs WEC
+287.9%
-256.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.0% |
| 7D | +24.3% | +0.8% | +23.5% | +23.7% |
| 30D | +37.3% | +0.3% | +37.0% | +36.7% |
| 3M | -32.8% | -2.9% | -29.9% | -32.8% |
| 6M | +36.9% | -5.9% | +42.8% | +37.5% |
| YTD | +162.6% | +4.1% | +158.5% | +148.0% |
| 1Y | +467.0% | +3.1% | +463.9% | +434.7% |
| 3Y | +522.4% | +40.8% | +481.6% | +364.2% |
| 5Y | +57.9% | +31.7% | +26.2% | +22.4% |
| 10Y | +70.8% | +141.1% | -70.3% | -13.6% |
| All | +31.4% | +287.9% | -256.5% | -59.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling