+375.7%
KORU vs WWD
+41.6%
+334.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +7.2% |
| 7D | -1.7% | -2.6% | +0.9% | +2.0% |
| 30D | +13.5% | -6.9% | +20.5% | +24.9% |
| 3M | -45.2% | -13.0% | -32.2% | -32.8% |
| 6M | +17.1% | -12.5% | +29.6% | +47.6% |
| YTD | +154.1% | +11.8% | +142.3% | +199.1% |
| 1Y | +375.7% | +41.1% | +334.6% | +422.8% |
| All | +375.7% | +41.6% | +334.1% | +422.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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