+426.7%
KORU vs AEM
+331.1%
+95.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.9% | -9.6% | -9.4% |
| 7D | +2.3% | -5.0% | +7.4% | +8.2% |
| 30D | +20.0% | +8.5% | +11.6% | +10.2% |
| 3M | -32.7% | +29.3% | -62.0% | -47.1% |
| 6M | +13.3% | -12.9% | +26.3% | +36.4% |
| YTD | +133.2% | +16.8% | +116.4% | +134.5% |
| 1Y | +357.3% | +29.8% | +327.4% | +319.9% |
| All | +426.7% | +331.1% | +95.7% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling