+482.2%
KORU vs WPM
+53.7%
+428.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.1% | +14.5% | +14.9% |
| 7D | +13.0% | +1.1% | +11.9% | +11.2% |
| 30D | +27.3% | +26.4% | +0.9% | -10.3% |
| 3M | -55.3% | +20.8% | -76.1% | -63.0% |
| 6M | +11.6% | +1.1% | +10.5% | +11.9% |
| YTD | +158.5% | +32.5% | +126.1% | +142.7% |
| 1Y | +482.2% | +51.5% | +430.6% | +433.5% |
| All | +482.2% | +53.7% | +428.4% | +433.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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