+467.0%
KORU vs WM
+0.6%
+466.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | -0.2% |
| 7D | +24.3% | -0.9% | +25.2% | +21.0% |
| 30D | +37.3% | -4.3% | +41.7% | +20.0% |
| 3M | -32.8% | +0.8% | -33.6% | -21.5% |
| 6M | +36.9% | -10.8% | +47.7% | +51.0% |
| YTD | +162.6% | -0.1% | +162.7% | +224.8% |
| 1Y | +467.0% | +1.0% | +466.0% | +690.9% |
| All | +467.0% | +0.6% | +466.5% | +690.9% |
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 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