+44.0%
KORU vs AEM
+298.9%
-254.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.9% | -9.6% | -9.9% |
| 7D | +2.3% | -5.0% | +7.4% | +7.4% |
| 30D | +20.0% | +8.5% | +11.6% | +11.8% |
| 3M | -32.7% | +29.3% | -62.0% | -44.9% |
| 6M | +13.3% | -12.9% | +26.3% | +36.6% |
| YTD | +133.2% | +16.8% | +116.4% | +134.1% |
| 1Y | +357.3% | +29.8% | +327.4% | +321.2% |
| 3Y | +452.7% | +336.7% | +115.9% | +107.1% |
| All | +44.0% | +298.9% | -254.8% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling