+375.7%
KORU vs AEIS
+81.9%
+293.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.9% | +4.0% | +1.1% |
| 7D | -1.7% | +2.3% | -4.0% | -4.6% |
| 30D | +13.5% | -14.8% | +28.3% | +49.0% |
| 3M | -45.2% | -15.6% | -29.6% | -17.7% |
| 6M | +17.1% | -8.7% | +25.8% | +72.7% |
| YTD | +154.1% | +37.3% | +116.8% | +168.2% |
| 1Y | +375.7% | +80.3% | +295.3% | +318.2% |
| All | +375.7% | +81.9% | +293.8% | +318.2% |
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