-57.7%
KORU vs WEC
+329.5%
-387.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.9% | -6.3% | -5.9% |
| 7D | +11.1% | +2.3% | +8.8% | +9.9% |
| 30D | -40.6% | +11.1% | -51.7% | -44.7% |
| 3M | -63.9% | +8.4% | -72.3% | -66.1% |
| 6M | -82.8% | +7.5% | -90.3% | -84.2% |
| YTD | -15.4% | +15.3% | -30.7% | -25.5% |
| 1Y | -3.3% | +9.7% | -13.0% | -12.1% |
| 3Y | +136.2% | +64.7% | +71.5% | +57.8% |
| 5Y | -36.7% | +57.3% | -94.0% | -56.3% |
| 10Y | -22.9% | +195.9% | -218.8% | -66.3% |
| All | -57.7% | +329.5% | -387.2% | -87.7% |
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 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