+56.9%
KORU vs WY
-22.2%
+79.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.3% | +8.7% | +8.7% |
| 7D | -1.7% | -4.2% | +2.5% | +2.8% |
| 30D | +13.5% | -10.1% | +23.6% | +26.8% |
| 3M | -45.2% | -8.5% | -36.7% | -42.3% |
| 6M | +17.1% | -3.3% | +20.5% | +17.2% |
| YTD | +154.1% | -4.4% | +158.5% | +151.9% |
| 1Y | +375.7% | -11.5% | +387.2% | +406.1% |
| 3Y | +474.0% | -24.3% | +498.3% | +635.3% |
| All | +56.9% | -22.2% | +79.2% | +121.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling