+482.2%
KORU vs AEIS
+93.3%
+388.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +2.4% | +11.0% | +9.6% |
| 7D | +13.0% | +3.0% | +10.0% | +8.5% |
| 30D | +27.3% | -14.6% | +41.9% | +67.0% |
| 3M | -55.3% | -12.4% | -42.8% | -30.9% |
| 6M | +11.6% | -15.0% | +26.6% | +80.4% |
| YTD | +158.5% | +34.3% | +124.3% | +180.6% |
| 1Y | +482.2% | +87.4% | +394.8% | +403.9% |
| All | +482.2% | +93.3% | +388.8% | +403.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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