+33.3%
KORU vs AEM
+552.7%
-519.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | +20.1% | +3.0% | +17.1% | +18.5% |
| 30D | +47.5% | +12.5% | +35.0% | +40.7% |
| 3M | -30.1% | +26.9% | -57.0% | -35.4% |
| 6M | +20.1% | -9.4% | +29.6% | +30.6% |
| YTD | +166.6% | +20.3% | +146.3% | +167.4% |
| 1Y | +458.9% | +33.8% | +425.2% | +440.7% |
| 3Y | +531.8% | +349.8% | +181.9% | +322.3% |
| 5Y | +67.7% | +301.0% | -233.3% | +15.3% |
| 10Y | +91.6% | +376.1% | -284.5% | +20.3% |
| All | +33.3% | +552.7% | -519.3% | -20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling