+803.6%
WDC vs KORU
-56.5%
+860.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.4% | +0.4% | -3.4% |
| 7D | +12.1% | +11.1% | +0.9% | +8.4% |
| 30D | -18.8% | -40.6% | +21.8% | -7.6% |
| 3M | -39.3% | -63.9% | +24.6% | -23.6% |
| 6M | -40.1% | -82.8% | +42.7% | -18.9% |
| YTD | +71.8% | -15.4% | +87.2% | +29.8% |
| 1Y | +88.5% | -3.3% | +91.7% | +36.2% |
| 3Y | +770.0% | +136.2% | +633.8% | +333.7% |
| 5Y | +549.0% | -36.7% | +585.8% | +325.4% |
| 10Y | +650.3% | -22.9% | +673.2% | +270.0% |
| All | +803.6% | -56.5% | +860.1% | +346.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling