+56.9%
KORU vs EEM
+45.2%
+11.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.3% | +7.7% | +3.8% |
| 7D | -1.7% | -1.3% | -0.5% | +4.5% |
| 30D | +13.5% | +2.1% | +11.5% | +10.4% |
| 3M | -45.2% | +1.0% | -46.2% | -26.3% |
| 6M | +17.1% | +15.9% | +1.2% | +43.6% |
| YTD | +154.1% | +24.6% | +129.5% | +177.1% |
| 1Y | +375.7% | +32.3% | +343.4% | +352.5% |
| 3Y | +474.0% | +85.9% | +388.1% | +133.2% |
| All | +56.9% | +45.2% | +11.8% | +67.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling