+515.7%
KORU vs WM
+46.8%
+468.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.7% | +12.2% |
| 7D | +13.0% | -0.3% | +13.3% | +12.8% |
| 30D | +27.3% | -2.4% | +29.6% | +25.1% |
| 3M | -55.3% | +0.4% | -55.7% | -53.7% |
| 6M | +11.6% | -9.5% | +21.1% | +16.9% |
| YTD | +158.5% | +0.5% | +158.0% | +166.0% |
| 1Y | +482.2% | -1.1% | +483.2% | +510.0% |
| All | +515.7% | +46.8% | +468.9% | +532.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling