+352.5%
AAOI vs KORU
+487.7%
-135.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +13.4% | -8.3% | +0.3% |
| 7D | -0.7% | +13.0% | -13.7% | -5.2% |
| 30D | -17.9% | +27.3% | -45.2% | -25.5% |
| 3M | -48.0% | -55.3% | +7.3% | -41.2% |
| 6M | +5.8% | +11.6% | -5.8% | -23.5% |
| YTD | +202.7% | +158.5% | +44.2% | +22.7% |
| 1Y | +352.5% | +482.2% | -129.6% | -5.5% |
| All | +352.5% | +487.7% | -135.2% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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