+47.2%
KORU vs WAT
-5.3%
+52.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.8% | -11.7% | -11.9% |
| 7D | +2.3% | -2.9% | +5.2% | +4.7% |
| 30D | +20.0% | -3.2% | +23.2% | +23.7% |
| 3M | -32.7% | +10.6% | -43.3% | -37.0% |
| 6M | +13.3% | +34.0% | -20.7% | -5.4% |
| YTD | +133.2% | +5.7% | +127.5% | +125.8% |
| 1Y | +357.3% | +37.1% | +320.2% | +262.7% |
| 3Y | +452.7% | +52.4% | +400.3% | +264.1% |
| 5Y | +47.2% | -4.4% | +51.6% | +44.2% |
| All | +47.2% | -5.3% | +52.5% | +44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling