+22.5%
KORU vs WM
+21.9%
+0.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.6% | -6.9% | +0.4% |
| 7D | -24.3% | +5.9% | -30.2% | -6.0% |
| 30D | -54.2% | +15.4% | -69.6% | -18.5% |
| 3M | -45.4% | +6.3% | -51.8% | -25.4% |
| 6M | -66.5% | +5.6% | -72.0% | -41.0% |
| YTD | +14.9% | +9.9% | +5.0% | +108.2% |
| 1Y | +22.5% | +20.8% | +1.7% | +159.2% |
| All | +22.5% | +21.9% | +0.6% | +159.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling