+482.2%
KORU vs EMR
+19.4%
+462.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +1.7% | +11.7% | +9.1% |
| 7D | +13.0% | -1.5% | +14.5% | +18.0% |
| 30D | +27.3% | -5.6% | +32.9% | +48.5% |
| 3M | -55.3% | +7.9% | -63.2% | -56.7% |
| 6M | +11.6% | +6.0% | +5.6% | +15.0% |
| YTD | +158.5% | +16.4% | +142.1% | +131.8% |
| 1Y | +482.2% | +16.6% | +465.5% | +431.0% |
| All | +482.2% | +19.4% | +462.7% | +431.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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