+67.7%
KORU vs EMB
+7.1%
+60.5%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +2.4% |
| 7D | +20.1% | 0.0% | +20.1% | +20.0% |
| 30D | +47.5% | -0.3% | +47.7% | +49.5% |
| 3M | -30.1% | -0.3% | -29.8% | -26.2% |
| 6M | +20.1% | +0.7% | +19.4% | +33.5% |
| YTD | +166.6% | +1.3% | +165.3% | +196.1% |
| 1Y | +458.9% | +4.7% | +454.2% | +459.5% |
| 3Y | +531.8% | +30.1% | +501.7% | +242.4% |
| 5Y | +67.7% | +6.9% | +60.8% | +106.2% |
| All | +67.7% | +7.1% | +60.5% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling