+47.2%
KORU vs WPM
+252.7%
-205.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.7% | -8.8% | -8.6% |
| 7D | +2.3% | -3.6% | +5.9% | +6.7% |
| 30D | +20.0% | +12.5% | +7.5% | +6.3% |
| 3M | -32.7% | +40.6% | -73.3% | -51.0% |
| 6M | +13.3% | +0.5% | +12.8% | +25.1% |
| YTD | +133.2% | +29.0% | +104.2% | +114.6% |
| 1Y | +357.3% | +43.8% | +313.5% | +275.0% |
| 3Y | +452.7% | +266.3% | +186.4% | +87.6% |
| 5Y | +47.2% | +255.1% | -207.9% | -55.1% |
| All | +47.2% | +252.7% | -205.5% | -55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling