+22.5%
KORU vs WMB
+22.7%
-0.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.4% | +1.1% | -1.3% |
| 7D | -24.3% | -8.6% | -15.7% | -19.9% |
| 30D | -54.2% | -4.2% | -50.0% | -52.5% |
| 3M | -45.4% | -4.4% | -41.0% | -43.9% |
| 6M | -66.5% | -8.7% | -57.8% | -65.2% |
| YTD | +14.9% | +15.4% | -0.5% | +5.0% |
| 1Y | +22.5% | +23.7% | -1.2% | +2.2% |
| All | +22.5% | +22.7% | -0.1% | +2.2% |
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