+33.3%
KORU vs AEHR
+9,268.6%
-9,235.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.3% | -3.7% | +0.3% |
| 7D | +20.1% | +19.1% | +1.0% | +15.3% |
| 30D | +47.5% | -10.0% | +57.5% | +51.8% |
| 3M | -30.1% | +1.3% | -31.4% | -27.7% |
| 6M | +20.1% | +133.8% | -113.6% | +10.4% |
| YTD | +166.6% | +373.3% | -206.7% | +118.2% |
| 1Y | +458.9% | +256.2% | +202.8% | +375.0% |
| 3Y | +531.8% | +93.2% | +438.5% | +426.8% |
| 5Y | +67.7% | +793.1% | -725.4% | +9.0% |
| 10Y | +91.6% | +3,753.2% | -3,661.7% | -7.4% |
| All | +33.3% | +9,268.6% | -9,235.3% | -35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling