+136.2%
KORU vs FXI
+39.4%
+96.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +11.1% | -4.2% | +15.3% | +17.1% |
| 30D | -40.6% | -1.1% | -39.5% | -41.0% |
| 3M | -63.9% | -4.0% | -59.9% | -62.6% |
| 6M | -82.8% | -11.8% | -71.0% | -79.8% |
| YTD | -15.4% | -11.9% | -3.5% | +5.2% |
| 1Y | -3.3% | -16.1% | +12.9% | +27.0% |
| 3Y | +136.2% | +38.8% | +97.4% | +92.8% |
| All | +136.2% | +39.4% | +96.7% | +92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling