+136.2%
KORU vs EMB
+29.8%
+106.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -3.8% |
| 7D | +11.1% | -0.9% | +12.0% | +19.3% |
| 30D | -40.6% | +0.4% | -41.0% | -41.6% |
| 3M | -63.9% | -3.1% | -60.8% | -53.8% |
| 6M | -82.8% | -2.1% | -80.8% | -77.2% |
| YTD | -15.4% | -1.1% | -14.3% | +17.9% |
| 1Y | -3.3% | -0.1% | -3.2% | +28.9% |
| 3Y | +136.2% | +29.6% | +106.6% | +30.7% |
| All | +136.2% | +29.8% | +106.4% | +30.7% |
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