+31.4%
KORU vs AEIS
+1,521.7%
-1,490.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | -0.9% |
| 7D | +24.3% | +8.1% | +16.2% | +16.3% |
| 30D | +37.3% | -11.1% | +48.5% | +55.3% |
| 3M | -32.8% | -5.6% | -27.1% | -18.8% |
| 6M | +36.9% | -0.6% | +37.6% | +71.5% |
| YTD | +162.6% | +38.0% | +124.6% | +163.4% |
| 1Y | +467.0% | +87.2% | +379.8% | +353.7% |
| 3Y | +522.4% | +179.7% | +342.7% | +268.7% |
| 5Y | +57.9% | +241.7% | -183.9% | -16.1% |
| 10Y | +70.8% | +547.2% | -476.4% | -34.2% |
| All | +31.4% | +1,521.7% | -1,490.3% | -61.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling