+22.5%
KORU vs EMR
+25.6%
-3.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.4% | -7.7% | -11.8% |
| 7D | -24.3% | +1.6% | -25.9% | -27.6% |
| 30D | -54.2% | +5.0% | -59.2% | -59.3% |
| 3M | -45.4% | +7.7% | -53.1% | -53.7% |
| 6M | -66.5% | +26.8% | -93.2% | -76.8% |
| YTD | +14.9% | +29.9% | -15.0% | -23.8% |
| 1Y | +22.5% | +25.7% | -3.1% | -15.8% |
| All | +22.5% | +25.6% | -3.1% | -15.8% |
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