+31.4%
KORU vs EEM
+117.9%
-86.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.0% |
| 7D | +24.3% | +3.1% | +21.2% | +13.7% |
| 30D | +37.3% | +4.9% | +32.5% | +24.0% |
| 3M | -32.8% | +5.2% | -38.0% | -21.4% |
| 6M | +36.9% | +20.7% | +16.2% | +50.1% |
| YTD | +162.6% | +26.5% | +136.2% | +180.0% |
| 1Y | +467.0% | +37.8% | +429.2% | +401.1% |
| 3Y | +522.4% | +91.0% | +431.4% | +179.8% |
| 5Y | +57.9% | +47.0% | +10.8% | +83.2% |
| 10Y | +70.8% | +125.6% | -54.8% | +36.9% |
| All | +31.4% | +117.9% | -86.5% | +32.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling