+82.9%
KORU vs FXI
+17.1%
+65.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.4% | +8.6% | +8.3% |
| 7D | -1.7% | -3.9% | +2.2% | +4.8% |
| 30D | +13.5% | -2.1% | +15.6% | +17.9% |
| 3M | -45.2% | -0.5% | -44.7% | -45.6% |
| 6M | +17.1% | -4.5% | +21.7% | +35.2% |
| YTD | +154.1% | -9.2% | +163.4% | +227.3% |
| 1Y | +375.7% | -13.8% | +389.5% | +574.3% |
| 3Y | +474.0% | +36.6% | +437.4% | +257.8% |
| 5Y | +60.4% | -6.7% | +67.1% | +100.6% |
| All | +82.9% | +17.1% | +65.9% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 10y: compounded portfolio wealth divided by compounded FXI 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…
10y analysis · Full analysis span regression · 6 months rolling