+33.3%
KORU vs EME
+1,935.3%
-1,902.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +4.0% | +4.2% |
| 7D | +20.1% | +2.7% | +17.4% | +16.6% |
| 30D | +47.5% | -6.8% | +54.3% | +60.8% |
| 3M | -30.1% | -8.8% | -21.2% | -12.4% |
| 6M | +20.1% | +5.0% | +15.1% | +41.6% |
| YTD | +166.6% | +23.5% | +143.1% | +173.0% |
| 1Y | +458.9% | +21.3% | +437.6% | +474.4% |
| 3Y | +531.8% | +241.1% | +290.7% | +111.4% |
| 5Y | +67.7% | +549.2% | -481.5% | -71.4% |
| 10Y | +91.6% | +1,306.4% | -1,214.8% | -83.9% |
| All | +33.3% | +1,935.3% | -1,902.0% | -91.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling