+432.5%
WMT vs KORU
+35.0%
+397.5%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.1% |
| 7D | +0.1% | +24.3% | -24.2% | -0.7% |
| 30D | -5.0% | +37.3% | -42.3% | -6.5% |
| 3M | -11.3% | -32.8% | +21.5% | -11.9% |
| 6M | -13.8% | +36.9% | -50.7% | -20.6% |
| YTD | -4.2% | +162.6% | -166.8% | -16.1% |
| 1Y | +4.6% | +467.0% | -462.5% | -13.4% |
| 3Y | +100.5% | +522.4% | -421.9% | +59.1% |
| 5Y | +129.7% | +57.9% | +71.8% | +93.5% |
| 10Y | +423.4% | +70.8% | +352.7% | +308.2% |
| All | +432.5% | +35.0% | +397.5% | +305.7% |
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