+426.7%
KORU vs EEM
+83.8%
+342.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.2% | -10.4% | -2.1% |
| 7D | +2.3% | -0.7% | +3.0% | +7.2% |
| 30D | +20.0% | +2.4% | +17.6% | +14.3% |
| 3M | -32.7% | +4.2% | -36.9% | -16.8% |
| 6M | +13.3% | +14.8% | -1.4% | +41.7% |
| YTD | +133.2% | +23.1% | +110.1% | +158.3% |
| 1Y | +357.3% | +32.5% | +324.7% | +316.1% |
| All | +426.7% | +83.8% | +342.9% | +80.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 3y: compounded portfolio wealth divided by compounded EEM 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…
3y analysis · Full analysis span regression · 6 months rolling