+31.4%
KORU vs WPM
+525.3%
-493.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | +24.3% | +7.0% | +17.3% | +19.6% |
| 30D | +37.3% | +15.7% | +21.6% | +27.1% |
| 3M | -32.8% | +35.2% | -68.0% | -41.3% |
| 6M | +36.9% | +6.1% | +30.8% | +43.4% |
| YTD | +162.6% | +32.6% | +130.1% | +153.5% |
| 1Y | +467.0% | +46.9% | +420.1% | +418.5% |
| 3Y | +522.4% | +276.3% | +246.1% | +281.8% |
| 5Y | +57.9% | +260.0% | -202.1% | -0.8% |
| 10Y | +70.8% | +508.5% | -437.8% | -14.2% |
| All | +31.4% | +525.3% | -493.9% | -39.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling