+47.2%
KORU vs EMR
+62.1%
-14.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.3% | -11.2% | -10.4% |
| 7D | +2.3% | -1.2% | +3.5% | +4.8% |
| 30D | +20.0% | -9.4% | +29.4% | +41.7% |
| 3M | -32.7% | +8.6% | -41.3% | -34.7% |
| 6M | +13.3% | +6.7% | +6.6% | +25.5% |
| YTD | +133.2% | +13.1% | +120.2% | +140.8% |
| 1Y | +357.3% | +12.7% | +344.5% | +373.6% |
| 3Y | +452.7% | +58.1% | +394.6% | +258.3% |
| 5Y | +47.2% | +63.6% | -16.4% | -8.0% |
| All | +47.2% | +62.1% | -14.9% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling