+56.9%
KORU vs WWD
+184.1%
-127.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.4% | +7.6% | +7.6% |
| 7D | -1.7% | -2.6% | +0.9% | +1.2% |
| 30D | +13.5% | -6.9% | +20.5% | +22.6% |
| 3M | -45.2% | -13.0% | -32.2% | -35.7% |
| 6M | +17.1% | -12.5% | +29.6% | +45.5% |
| YTD | +154.1% | +11.8% | +142.3% | +157.4% |
| 1Y | +375.7% | +41.1% | +334.6% | +281.4% |
| 3Y | +474.0% | +163.1% | +311.0% | +140.2% |
| All | +56.9% | +184.1% | -127.2% | -42.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling