+336.5%
KORU vs EMR
+12.5%
+324.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.3% | -11.2% | -9.2% |
| 7D | +2.3% | -1.2% | +3.5% | +6.2% |
| 30D | +20.0% | -9.4% | +29.4% | +55.1% |
| 3M | -32.7% | +8.6% | -41.3% | -37.4% |
| 6M | +13.3% | +6.7% | +6.6% | +20.4% |
| YTD | +133.2% | +13.1% | +120.2% | +125.4% |
| All | +336.5% | +12.5% | +324.0% | +326.5% |
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