+22.5%
KORU vs AEIS
+6.2%
+16.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -11.1% | +5.9% | +12.3% |
| 7D | -24.3% | -12.7% | -11.6% | -7.4% |
| 30D | -54.2% | -28.8% | -25.4% | -20.2% |
| 3M | -45.4% | -38.0% | -7.4% | +22.9% |
| 6M | -66.5% | -45.3% | -21.1% | +4.3% |
| YTD | +14.9% | +1.1% | +13.8% | +114.6% |
| 1Y | +22.5% | +8.6% | +13.9% | +119.5% |
| All | +22.5% | +6.2% | +16.3% | +119.5% |
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