+31.4%
KORU vs WMB
+307.5%
-276.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +0.2% |
| 7D | +24.3% | +0.8% | +23.5% | +23.7% |
| 30D | +37.3% | +7.7% | +29.6% | +29.7% |
| 3M | -32.8% | +6.7% | -39.5% | -36.0% |
| 6M | +36.9% | +3.6% | +33.3% | +31.7% |
| YTD | +162.6% | +28.0% | +134.6% | +123.6% |
| 1Y | +467.0% | +37.6% | +429.4% | +360.0% |
| 3Y | +522.4% | +149.0% | +373.3% | +251.7% |
| 5Y | +57.9% | +285.3% | -227.4% | -29.7% |
| 10Y | +70.8% | +302.1% | -231.3% | -26.7% |
| All | +31.4% | +307.5% | -276.1% | -51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling