+82.9%
KORU vs WELL
+356.7%
-273.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +9.0% | +9.0% |
| 7D | -1.7% | -0.2% | -1.5% | -1.5% |
| 30D | +13.5% | +2.3% | +11.2% | +11.4% |
| 3M | -45.2% | +12.3% | -57.5% | -51.4% |
| 6M | +17.1% | +15.6% | +1.6% | -1.1% |
| YTD | +154.1% | +28.3% | +125.8% | +99.2% |
| 1Y | +375.7% | +41.9% | +333.8% | +243.4% |
| 3Y | +474.0% | +198.3% | +275.7% | +136.5% |
| 5Y | +60.4% | +206.4% | -146.0% | -34.9% |
| All | +82.9% | +356.7% | -273.8% | -39.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling