-27.3%
KORU vs WM
+337.2%
-364.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +0.1% | +11.1% | +11.2% |
| 7D | -25.8% | -0.5% | -25.4% | -26.1% |
| 30D | -56.9% | +13.3% | -70.2% | -61.4% |
| 3M | -55.7% | +4.4% | -60.1% | -58.4% |
| 6M | -83.7% | +10.8% | -94.5% | -86.7% |
| YTD | -15.3% | +9.1% | -24.4% | -32.6% |
| 1Y | +3.4% | +19.1% | -15.8% | -26.0% |
| 3Y | +133.8% | +45.7% | +88.1% | +19.2% |
| 5Y | -35.4% | +60.4% | -95.8% | -72.4% |
| 10Y | -27.3% | +328.7% | -356.0% | -89.1% |
| All | -27.3% | +337.2% | -364.5% | -89.1% |
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