+375.7%
KORU vs WMB
+29.2%
+346.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.2% | +8.6% |
| 7D | -1.7% | -1.0% | -0.7% | -1.0% |
| 30D | +13.5% | -0.4% | +14.0% | +13.1% |
| 3M | -45.2% | +3.2% | -48.4% | -45.9% |
| 6M | +17.1% | +0.1% | +17.1% | +13.9% |
| YTD | +154.1% | +23.9% | +130.3% | +120.8% |
| 1Y | +375.7% | +27.6% | +348.1% | +334.4% |
| All | +375.7% | +29.2% | +346.5% | +334.4% |
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