+33.3%
KORU vs AEE
+366.9%
-333.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +2.0% | +1.8% |
| 7D | +20.1% | +1.1% | +19.0% | +19.2% |
| 30D | +47.5% | 0.0% | +47.5% | +47.3% |
| 3M | -30.1% | -0.9% | -29.1% | -31.3% |
| 6M | +20.1% | -2.4% | +22.5% | +17.3% |
| YTD | +166.6% | +8.6% | +157.9% | +141.6% |
| 1Y | +458.9% | +10.2% | +448.8% | +397.5% |
| 3Y | +531.8% | +47.8% | +483.9% | +335.0% |
| 5Y | +67.7% | +40.1% | +27.6% | +20.9% |
| 10Y | +91.6% | +195.0% | -103.5% | -16.4% |
| All | +33.3% | +366.9% | -333.6% | -63.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling