+31.4%
KORU vs WWD
+890.1%
-858.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +3.5% |
| 7D | +24.3% | +0.8% | +23.5% | +23.4% |
| 30D | +37.3% | -6.4% | +43.8% | +46.8% |
| 3M | -32.8% | -5.6% | -27.2% | -27.5% |
| 6M | +36.9% | -9.1% | +46.0% | +63.0% |
| YTD | +162.6% | +12.5% | +150.1% | +158.9% |
| 1Y | +467.0% | +41.3% | +425.7% | +341.8% |
| 3Y | +522.4% | +170.2% | +352.1% | +156.3% |
| 5Y | +57.9% | +192.5% | -134.6% | -39.4% |
| 10Y | +70.8% | +476.9% | -406.1% | -64.2% |
| All | +31.4% | +890.1% | -858.8% | -81.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling