-36.9%
KORU vs WELL
+221.0%
-257.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.3% |
| 7D | +11.1% | +0.1% | +11.0% | +11.1% |
| 30D | -40.6% | +5.7% | -46.3% | -42.9% |
| 3M | -63.9% | +4.6% | -68.5% | -65.3% |
| 6M | -82.8% | +11.9% | -94.7% | -85.3% |
| YTD | -15.4% | +33.6% | -49.0% | -38.3% |
| 1Y | -3.3% | +29.8% | -33.0% | -27.9% |
| 3Y | +136.2% | +202.2% | -66.0% | -28.9% |
| All | -36.9% | +221.0% | -257.9% | -82.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling