+11.6%
KORU vs WM
-8.7%
+20.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.7% | +7.2% |
| 7D | +13.0% | -0.3% | +13.3% | +11.9% |
| 30D | +27.3% | -2.4% | +29.6% | +14.8% |
| 3M | -55.3% | +0.4% | -55.7% | -40.8% |
| 6M | +11.6% | -9.5% | +21.1% | +32.1% |
| All | +11.6% | -8.7% | +20.3% | +32.1% |
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