+375.7%
KORU vs WTW
-3.2%
+378.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.1% | +8.9% | +9.1% |
| 7D | -1.7% | -5.7% | +4.0% | -8.3% |
| 30D | +13.5% | -7.3% | +20.8% | +4.4% |
| 3M | -45.2% | +21.5% | -66.7% | -22.5% |
| 6M | +17.1% | +9.6% | +7.5% | +64.7% |
| YTD | +154.1% | -3.3% | +157.4% | +233.0% |
| 1Y | +375.7% | -6.1% | +381.8% | +519.1% |
| All | +375.7% | -3.2% | +378.8% | +519.1% |
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