+67.7%
KORU vs WELL
+211.0%
-143.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.9% |
| 7D | +20.1% | -1.1% | +21.2% | +20.7% |
| 30D | +47.5% | +0.7% | +46.7% | +46.2% |
| 3M | -30.1% | +14.5% | -44.6% | -39.3% |
| 6M | +20.1% | +14.4% | +5.7% | +1.5% |
| YTD | +166.6% | +28.5% | +138.1% | +103.9% |
| 1Y | +458.9% | +41.8% | +417.2% | +286.1% |
| 3Y | +531.8% | +202.8% | +328.9% | +104.3% |
| 5Y | +67.7% | +208.8% | -141.1% | -48.3% |
| All | +67.7% | +211.0% | -143.3% | -48.3% |
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