+22.5%
KORU vs WAT
+32.9%
-10.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.7% | -6.9% | -7.3% |
| 7D | -24.3% | -1.9% | -22.4% | -22.1% |
| 30D | -54.2% | +6.2% | -60.5% | -56.8% |
| 3M | -45.4% | +18.1% | -63.5% | -54.4% |
| 6M | -66.5% | +54.9% | -121.3% | -78.5% |
| YTD | +14.9% | +23.1% | -8.2% | -18.8% |
| 1Y | +22.5% | +27.3% | -4.8% | -15.5% |
| All | +22.5% | +32.9% | -10.4% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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