+33.3%
KORU vs WSM
+1,097.0%
-1,063.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +20.1% | +2.6% | +17.5% | +18.3% |
| 30D | +47.5% | -9.3% | +56.8% | +56.3% |
| 3M | -30.1% | +7.1% | -37.1% | -32.7% |
| 6M | +20.1% | +21.7% | -1.6% | +9.9% |
| YTD | +166.6% | +28.7% | +137.8% | +138.4% |
| 1Y | +458.9% | +13.9% | +445.1% | +433.5% |
| 3Y | +531.8% | +232.2% | +299.6% | +195.1% |
| 5Y | +67.7% | +176.4% | -108.7% | -15.7% |
| 10Y | +91.6% | +1,072.4% | -980.9% | -63.1% |
| All | +33.3% | +1,097.0% | -1,063.6% | -75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling