+31.4%
KORU vs AEP
+314.5%
-283.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.1% |
| 7D | +24.3% | +2.0% | +22.3% | +22.7% |
| 30D | +37.3% | +0.5% | +36.8% | +37.0% |
| 3M | -32.8% | -0.3% | -32.5% | -33.7% |
| 6M | +36.9% | -3.5% | +40.4% | +35.5% |
| YTD | +162.6% | +11.3% | +151.4% | +136.8% |
| 1Y | +467.0% | +20.2% | +446.8% | +381.6% |
| 3Y | +522.4% | +79.8% | +442.6% | +280.2% |
| 5Y | +57.9% | +65.6% | -7.7% | +2.3% |
| 10Y | +70.8% | +169.3% | -98.5% | -21.3% |
| All | +31.4% | +314.5% | -283.1% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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