+99.2%
WMT vs KORU
+431.1%
-331.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -12.5% | +12.4% | -0.1% |
| 7D | -2.5% | +2.3% | -4.8% | -2.5% |
| 30D | -6.4% | +20.0% | -26.4% | -6.5% |
| 3M | -12.1% | -32.7% | +20.6% | -12.1% |
| 6M | -15.0% | +13.3% | -28.3% | -18.0% |
| YTD | -4.5% | +133.2% | -137.7% | -10.7% |
| 1Y | +6.2% | +357.3% | -351.1% | -4.2% |
| All | +99.2% | +431.1% | -331.9% | +65.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling