+31.4%
KORU vs EMR
+281.5%
-250.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.2% |
| 7D | +24.3% | +3.1% | +21.2% | +19.3% |
| 30D | +37.3% | -3.5% | +40.9% | +45.8% |
| 3M | -32.8% | +9.8% | -42.6% | -35.8% |
| 6M | +36.9% | +10.8% | +26.1% | +45.1% |
| YTD | +162.6% | +15.9% | +146.7% | +162.2% |
| 1Y | +467.0% | +16.4% | +450.6% | +462.3% |
| 3Y | +522.4% | +62.1% | +460.3% | +285.9% |
| 5Y | +57.9% | +62.9% | -5.1% | +1.1% |
| 10Y | +70.8% | +267.8% | -197.0% | -57.4% |
| All | +31.4% | +281.5% | -250.2% | -67.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling