+22.5%
KORU vs WU
-18.0%
+40.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.4% | -10.7% | -5.8% |
| 7D | -24.3% | +8.2% | -32.5% | -25.0% |
| 30D | -54.2% | +8.0% | -62.2% | -54.8% |
| 3M | -45.4% | -6.6% | -38.8% | -44.7% |
| 6M | -66.5% | -23.3% | -43.2% | -66.5% |
| YTD | +14.9% | -22.4% | +37.3% | +14.4% |
| 1Y | +22.5% | -18.0% | +40.5% | +21.2% |
| All | +22.5% | -18.0% | +40.5% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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