+375.7%
KORU vs WSM
+12.7%
+363.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.1% | +7.9% | +7.4% |
| 7D | -1.7% | -0.5% | -1.2% | -0.6% |
| 30D | +13.5% | -7.7% | +21.3% | +26.4% |
| 3M | -45.2% | +3.8% | -49.0% | -49.1% |
| 6M | +17.1% | +22.7% | -5.5% | -9.9% |
| YTD | +154.1% | +28.0% | +126.1% | +97.7% |
| 1Y | +375.7% | +12.7% | +362.9% | +262.1% |
| All | +375.7% | +12.7% | +363.0% | +262.1% |
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