+22.5%
KORU vs AEE
+13.9%
+8.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +2.5% | -7.7% | -2.9% |
| 7D | -24.3% | +4.7% | -29.0% | -20.7% |
| 30D | -54.2% | +13.4% | -67.6% | -49.0% |
| 3M | -45.4% | +4.1% | -49.5% | -42.9% |
| 6M | -66.5% | +2.0% | -68.5% | -63.0% |
| YTD | +14.9% | +15.6% | -0.7% | +22.6% |
| 1Y | +22.5% | +14.1% | +8.4% | +29.6% |
| All | +22.5% | +13.9% | +8.6% | +29.6% |
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