+47.2%
KORU vs AEIS
+219.6%
-172.4%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.1% | -8.4% | -7.5% |
| 7D | +2.3% | -0.2% | +2.5% | +3.2% |
| 30D | +20.0% | -16.4% | +36.4% | +52.2% |
| 3M | -32.7% | -11.1% | -21.6% | -8.8% |
| 6M | +13.3% | -12.0% | +25.4% | +68.8% |
| YTD | +133.2% | +30.9% | +102.3% | +144.4% |
| 1Y | +357.3% | +74.3% | +282.9% | +262.9% |
| 3Y | +452.7% | +165.2% | +287.5% | +179.6% |
| 5Y | +47.2% | +220.0% | -172.8% | -40.3% |
| All | +47.2% | +219.6% | -172.4% | -40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling