+82.9%
KORU vs WING
+407.7%
-324.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +6.0% | +3.0% | +6.6% |
| 7D | -1.7% | +7.2% | -8.9% | -4.3% |
| 30D | +13.5% | +4.8% | +8.8% | +10.2% |
| 3M | -45.2% | -23.7% | -21.5% | -40.0% |
| 6M | +17.1% | -43.6% | +60.7% | +44.8% |
| YTD | +154.1% | -50.6% | +204.7% | +221.8% |
| 1Y | +375.7% | -57.0% | +432.7% | +524.8% |
| 3Y | +474.0% | -28.3% | +502.3% | +438.3% |
| 5Y | +60.4% | -32.4% | +92.8% | +44.0% |
| All | +82.9% | +407.7% | -324.8% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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