+375.7%
KORU vs WAT
+38.4%
+337.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.7% | +7.3% | +7.3% |
| 7D | -1.7% | -0.3% | -1.5% | -1.3% |
| 30D | +13.5% | -1.9% | +15.4% | +16.3% |
| 3M | -45.2% | +13.5% | -58.7% | -50.4% |
| 6M | +17.1% | +37.2% | -20.1% | -6.1% |
| YTD | +154.1% | +7.5% | +146.6% | +114.7% |
| 1Y | +375.7% | +35.0% | +340.7% | +263.2% |
| All | +375.7% | +38.4% | +337.3% | +263.2% |
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