+482.2%
KORU vs WMB
+31.9%
+450.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.3% | +13.4% |
| 7D | +13.0% | +0.6% | +12.4% | +12.7% |
| 30D | +27.3% | +3.3% | +24.0% | +23.7% |
| 3M | -55.3% | +3.1% | -58.4% | -56.0% |
| 6M | +11.6% | -0.7% | +12.3% | +9.9% |
| YTD | +158.5% | +25.2% | +133.4% | +120.9% |
| 1Y | +482.2% | +32.9% | +449.3% | +425.6% |
| All | +482.2% | +31.9% | +450.3% | +425.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling