+67.7%
KORU vs WING
-33.6%
+101.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.1% |
| 7D | +20.1% | -2.3% | +22.4% | +21.0% |
| 30D | +47.5% | -5.6% | +53.1% | +48.7% |
| 3M | -30.1% | -22.9% | -7.1% | -24.0% |
| 6M | +20.1% | -50.4% | +70.6% | +54.1% |
| YTD | +166.6% | -53.3% | +219.9% | +240.3% |
| 1Y | +458.9% | -61.2% | +520.2% | +655.1% |
| 3Y | +531.8% | -30.1% | +561.8% | +468.5% |
| 5Y | +67.7% | -35.0% | +102.7% | +42.7% |
| All | +67.7% | -33.6% | +101.3% | +42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling