+88.1%
AAOI vs KORU
+28.2%
+59.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -5.3% | -2.1% | -5.4% |
| 7D | -27.9% | -24.3% | -3.6% | -20.1% |
| 30D | -51.2% | -54.2% | +3.0% | -35.8% |
| 3M | -55.0% | -45.4% | -9.5% | -45.4% |
| 6M | -65.7% | -66.5% | +0.7% | -59.3% |
| YTD | +70.0% | +14.9% | +55.1% | +1.2% |
| All | +88.1% | +28.2% | +59.9% | +5.3% |
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