+82.9%
KORU vs EME
+1,362.1%
-1,279.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.3% | +4.7% | +4.0% |
| 7D | -1.7% | +3.5% | -5.2% | -5.3% |
| 30D | +13.5% | -6.3% | +19.9% | +23.3% |
| 3M | -45.2% | -3.8% | -41.4% | -35.7% |
| 6M | +17.1% | +8.5% | +8.6% | +33.8% |
| YTD | +154.1% | +27.8% | +126.3% | +151.6% |
| 1Y | +375.7% | +22.2% | +353.5% | +384.1% |
| 3Y | +474.0% | +253.5% | +220.5% | +81.8% |
| 5Y | +60.4% | +578.6% | -518.2% | -75.0% |
| All | +82.9% | +1,362.1% | -1,279.2% | -83.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling