+502.1%
KORU vs EMB
+30.5%
+471.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +2.8% |
| 7D | +20.1% | 0.0% | +20.1% | +19.9% |
| 30D | +47.5% | -0.3% | +47.7% | +50.5% |
| 3M | -30.1% | -0.3% | -29.8% | -24.3% |
| 6M | +20.1% | +0.7% | +19.4% | +38.0% |
| YTD | +166.6% | +1.3% | +165.3% | +206.3% |
| 1Y | +458.9% | +4.7% | +454.2% | +461.1% |
| All | +502.1% | +30.5% | +471.7% | +185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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