+7.0%
WMT vs KORU
+487.7%
-480.7%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +13.4% | -14.6% | -0.9% |
| 7D | +3.9% | +13.0% | -9.1% | +4.2% |
| 30D | -4.4% | +27.3% | -31.7% | -3.8% |
| 3M | -8.8% | -55.3% | +46.5% | -8.4% |
| 6M | -15.6% | +11.6% | -27.2% | -16.2% |
| YTD | -3.2% | +158.5% | -161.8% | -0.5% |
| 1Y | +7.0% | +482.2% | -475.1% | +15.2% |
| All | +7.0% | +487.7% | -480.7% | +15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling