+482.2%
KORU vs WELL
+42.4%
+439.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.1% | +15.5% | +11.8% |
| 7D | +13.0% | -0.8% | +13.8% | +12.6% |
| 30D | +27.3% | -0.1% | +27.4% | +26.9% |
| 3M | -55.3% | +18.0% | -73.3% | -51.9% |
| 6M | +11.6% | +15.0% | -3.4% | +23.3% |
| YTD | +158.5% | +28.6% | +129.9% | +179.8% |
| 1Y | +482.2% | +42.9% | +439.2% | +526.1% |
| All | +482.2% | +42.4% | +439.7% | +526.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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