-83.5%
KORU vs WM
+6.8%
-90.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.1% | +7.9% | -5.0% |
| 7D | -35.0% | +1.2% | -36.2% | -28.3% |
| 30D | -65.5% | +13.1% | -78.6% | -23.5% |
| 3M | -58.9% | +3.6% | -62.5% | -47.1% |
| 6M | -83.5% | +8.1% | -91.6% | -55.9% |
| All | -83.5% | +6.8% | -90.4% | -55.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling