+482.2%
KORU vs WSM
+19.9%
+462.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.1% | +11.3% | +10.6% |
| 7D | +13.0% | -3.3% | +16.3% | +18.5% |
| 30D | +27.3% | -8.4% | +35.7% | +42.0% |
| 3M | -55.3% | +9.7% | -64.9% | -60.9% |
| 6M | +11.6% | +16.7% | -5.1% | -10.8% |
| YTD | +158.5% | +28.7% | +129.9% | +99.0% |
| 1Y | +482.2% | +13.7% | +468.5% | +335.3% |
| All | +482.2% | +19.9% | +462.3% | +335.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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