+67.7%
KORU vs WMB
+285.8%
-218.1%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +2.3% |
| 7D | +20.1% | 0.0% | +20.1% | +20.0% |
| 30D | +47.5% | +4.6% | +42.9% | +39.7% |
| 3M | -30.1% | +5.7% | -35.8% | -34.4% |
| 6M | +20.1% | +4.2% | +15.9% | +12.5% |
| YTD | +166.6% | +26.8% | +139.7% | +110.7% |
| 1Y | +458.9% | +34.7% | +424.3% | +313.8% |
| 3Y | +531.8% | +146.8% | +385.0% | +151.0% |
| 5Y | +67.7% | +285.0% | -217.3% | -56.2% |
| All | +67.7% | +285.8% | -218.1% | -56.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling