+482.2%
KORU vs WTW
+3.0%
+479.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.1% | +15.6% | +10.9% |
| 7D | +13.0% | -2.6% | +15.6% | +9.5% |
| 30D | +27.3% | -1.0% | +28.3% | +26.7% |
| 3M | -55.3% | +29.9% | -85.2% | -31.6% |
| 6M | +11.6% | +10.7% | +0.9% | +63.7% |
| YTD | +158.5% | +2.6% | +156.0% | +264.0% |
| 1Y | +482.2% | +2.8% | +479.4% | +754.8% |
| All | +482.2% | +3.0% | +479.2% | +754.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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