+474.0%
KORU vs AEHR
+88.1%
+386.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.9% | +8.0% | +8.5% |
| 7D | -1.7% | +9.8% | -11.5% | -6.0% |
| 30D | +13.5% | -26.7% | +40.3% | +31.7% |
| 3M | -45.2% | -8.1% | -37.1% | -41.1% |
| 6M | +17.1% | +123.1% | -105.9% | -1.7% |
| YTD | +154.1% | +369.0% | -214.9% | +73.0% |
| 1Y | +375.7% | +256.4% | +119.3% | +242.2% |
| 3Y | +474.0% | +96.4% | +377.6% | +258.8% |
| All | +474.0% | +88.1% | +386.0% | +258.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 3y: compounded portfolio wealth divided by compounded AEHR 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…
3y analysis · Full analysis span regression · 6 months rolling