-3.8%
KORU vs WM
+21.7%
-25.5%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.6% | -6.5% | +0.7% |
| 7D | +24.3% | +1.2% | +23.2% | +29.1% |
| 30D | -44.8% | +15.2% | -60.1% | -1.1% |
| 3M | -60.0% | +8.3% | -68.4% | -40.7% |
| 6M | -78.7% | +13.1% | -91.8% | -57.2% |
| YTD | -10.6% | +12.5% | -23.1% | +77.6% |
| 1Y | -3.8% | +21.8% | -25.6% | +112.8% |
| All | -3.8% | +21.7% | -25.5% | +112.8% |
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