-3.3%
KORU vs WAT
+20.2%
-23.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.9% |
| 7D | +11.1% | +0.6% | +10.6% | +10.5% |
| 30D | -40.6% | +5.4% | -46.0% | -42.0% |
| 3M | -63.9% | +11.3% | -75.2% | -66.8% |
| 6M | -82.8% | +37.4% | -120.2% | -86.9% |
| YTD | -15.4% | +21.2% | -36.6% | -37.6% |
| 1Y | -3.3% | +21.3% | -24.6% | -28.6% |
| All | -3.3% | +20.2% | -23.4% | -28.6% |
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