+91.6%
KORU vs WM
+303.2%
-211.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.9% |
| 7D | +20.1% | -1.2% | +21.3% | +21.0% |
| 30D | +47.5% | -4.5% | +52.0% | +51.6% |
| 3M | -30.1% | -2.2% | -27.9% | -34.0% |
| 6M | +20.1% | -11.5% | +31.6% | +19.0% |
| YTD | +166.6% | -0.7% | +167.3% | +132.8% |
| 1Y | +458.9% | +0.3% | +458.6% | +368.2% |
| 3Y | +531.8% | +44.2% | +487.6% | +214.3% |
| 5Y | +67.7% | +51.6% | +16.1% | -26.1% |
| 10Y | +91.6% | +310.4% | -218.9% | -74.9% |
| All | +91.6% | +303.2% | -211.7% | -74.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling