+583.2%
WDC vs KORU
-32.1%
+615.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.9% | +4.2% | +0.9% |
| 7D | +16.3% | +24.3% | -8.1% | +8.3% |
| 30D | -18.3% | -44.8% | +26.6% | -4.7% |
| 3M | -31.4% | -60.0% | +28.6% | -15.8% |
| 6M | -36.3% | -78.7% | +42.4% | -19.2% |
| YTD | +80.8% | -10.6% | +91.4% | +28.5% |
| 1Y | +87.7% | -3.8% | +91.5% | +29.6% |
| 3Y | +819.4% | +142.0% | +677.5% | +318.8% |
| 5Y | +583.2% | -33.1% | +616.3% | +314.3% |
| All | +583.2% | -32.1% | +615.3% | +314.3% |
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