+482.2%
KORU vs AEE
+8.8%
+473.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.1% | +13.4% | +13.5% |
| 7D | +13.0% | +0.3% | +12.7% | +13.3% |
| 30D | +27.3% | -2.3% | +29.6% | +24.8% |
| 3M | -55.3% | +0.2% | -55.5% | -55.7% |
| 6M | +11.6% | -4.7% | +16.3% | +15.5% |
| YTD | +158.5% | +8.1% | +150.4% | +171.9% |
| 1Y | +482.2% | +8.5% | +473.6% | +571.8% |
| All | +482.2% | +8.8% | +473.3% | +571.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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