+502.1%
KORU vs WING
-29.7%
+531.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.3% |
| 7D | +20.1% | -2.3% | +22.4% | +20.7% |
| 30D | +47.5% | -5.6% | +53.1% | +48.3% |
| 3M | -30.1% | -22.9% | -7.1% | -25.5% |
| 6M | +20.1% | -50.4% | +70.6% | +45.2% |
| YTD | +166.6% | -53.3% | +219.9% | +221.6% |
| 1Y | +458.9% | -61.2% | +520.2% | +608.7% |
| All | +502.1% | -29.7% | +531.8% | +423.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling