+502.1%
KORU vs WELL
+201.2%
+300.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +20.1% | -1.1% | +21.2% | +20.3% |
| 30D | +47.5% | +0.7% | +46.7% | +46.8% |
| 3M | -30.1% | +14.5% | -44.6% | -35.6% |
| 6M | +20.1% | +14.4% | +5.7% | +8.8% |
| YTD | +166.6% | +28.5% | +138.1% | +121.7% |
| 1Y | +458.9% | +41.8% | +417.2% | +323.0% |
| All | +502.1% | +201.2% | +300.9% | +94.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling