+482.2%
KORU vs WY
-4.5%
+486.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.8% | +12.6% | +13.4% |
| 7D | +13.0% | -1.7% | +14.7% | +13.1% |
| 30D | +27.3% | -10.1% | +37.4% | +26.9% |
| 3M | -55.3% | -5.1% | -50.1% | -54.6% |
| 6M | +11.6% | -4.8% | +16.4% | +10.0% |
| YTD | +158.5% | -0.2% | +158.8% | +154.9% |
| 1Y | +482.2% | -6.6% | +488.8% | +509.9% |
| All | +482.2% | -4.5% | +486.7% | +509.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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