+29.3%
KORU vs WM
+645.2%
-615.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.7% | +14.4% |
| 7D | +13.0% | -0.3% | +13.3% | +13.1% |
| 30D | +27.3% | -2.4% | +29.6% | +28.8% |
| 3M | -55.3% | +0.4% | -55.7% | -59.5% |
| 6M | +11.6% | -9.5% | +21.1% | +7.7% |
| YTD | +158.5% | +0.5% | +158.0% | +121.9% |
| 1Y | +482.2% | -1.1% | +483.2% | +392.6% |
| 3Y | +471.9% | +46.0% | +425.9% | +177.7% |
| 5Y | +41.1% | +51.8% | -10.7% | -38.0% |
| 10Y | +80.2% | +307.5% | -227.3% | -77.2% |
| All | +29.3% | +645.2% | -615.9% | -93.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling