+136.2%
KORU vs WM
+48.6%
+87.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.6% |
| 7D | +11.1% | +3.2% | +7.9% | +15.8% |
| 30D | -40.6% | +13.0% | -53.6% | -28.0% |
| 3M | -63.9% | +9.2% | -73.1% | -57.1% |
| 6M | -82.8% | +13.6% | -96.5% | -78.2% |
| YTD | -15.4% | +12.4% | -27.8% | +6.1% |
| 1Y | -3.3% | +21.2% | -24.5% | +20.2% |
| 3Y | +136.2% | +48.7% | +87.5% | +201.8% |
| All | +136.2% | +48.6% | +87.6% | +201.8% |
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 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