+22.5%
KORU vs AEM
+17.3%
+5.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +9.7% | -14.9% | -18.8% |
| 7D | -24.3% | +0.2% | -24.5% | -25.3% |
| 30D | -54.2% | +0.1% | -54.3% | -54.9% |
| 3M | -45.4% | +22.1% | -67.5% | -61.8% |
| 6M | -66.5% | +2.4% | -68.9% | -65.1% |
| YTD | +14.9% | +8.9% | +6.0% | +42.8% |
| 1Y | +22.5% | +18.7% | +3.8% | +30.4% |
| All | +22.5% | +17.3% | +5.2% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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