+482.2%
KORU vs EME
+19.7%
+462.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.7% | +11.7% | +10.0% |
| 7D | +13.0% | +1.9% | +11.1% | +9.2% |
| 30D | +27.3% | -8.3% | +35.5% | +53.2% |
| 3M | -55.3% | -10.7% | -44.5% | -32.1% |
| 6M | +11.6% | +1.9% | +9.7% | +52.4% |
| YTD | +158.5% | +23.5% | +135.1% | +199.9% |
| 1Y | +482.2% | +18.0% | +464.2% | +580.5% |
| All | +482.2% | +19.7% | +462.5% | +580.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 1y: compounded portfolio wealth divided by compounded EME 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…
1y analysis · Full analysis span regression · 6 months rolling