+991.6%
WDC vs KORU
+66.4%
+925.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | +0.6% |
| 7D | +7.5% | +20.1% | -12.6% | +1.5% |
| 30D | +10.1% | +47.5% | -37.4% | -4.2% |
| 3M | -6.8% | -30.1% | +23.2% | -6.7% |
| 6M | +84.1% | +20.1% | +64.0% | +34.2% |
| YTD | +180.3% | +166.6% | +13.7% | +51.3% |
| 1Y | +411.1% | +458.9% | -47.9% | +115.2% |
| 3Y | +1,375.0% | +531.8% | +843.2% | +425.2% |
| 5Y | +991.6% | +67.7% | +923.9% | +422.8% |
| All | +991.6% | +66.4% | +925.2% | +422.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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