+16.6%
KORU vs WTW
+283.8%
-267.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.5% | -13.1% | -13.0% |
| 7D | +2.3% | -7.8% | +10.1% | +9.0% |
| 30D | +20.0% | -7.9% | +27.9% | +27.1% |
| 3M | -32.7% | +19.9% | -52.7% | -47.2% |
| 6M | +13.3% | +9.8% | +3.5% | -9.3% |
| YTD | +133.2% | -3.3% | +136.6% | +107.5% |
| 1Y | +357.3% | -3.3% | +360.6% | +295.0% |
| 3Y | +452.7% | +61.5% | +391.1% | +139.4% |
| 5Y | +47.2% | +42.6% | +4.6% | -23.7% |
| 10Y | +67.6% | +197.1% | -129.5% | -61.3% |
| All | +16.6% | +283.8% | -267.2% | -79.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling