+13.3%
KORU vs IEMG
+14.1%
-0.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.0% | -10.5% | +0.6% |
| 7D | +2.3% | -0.9% | +3.2% | +9.7% |
| 30D | +20.0% | +2.1% | +17.9% | +12.3% |
| 3M | -32.7% | +4.6% | -37.3% | -22.9% |
| 6M | +13.3% | +14.0% | -0.7% | +25.4% |
| All | +13.3% | +14.1% | -0.7% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 6mo: compounded portfolio wealth divided by compounded IEMG 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…
6mo analysis · Full analysis span regression · 6 months rolling