+482.2%
KORU vs AON
-13.5%
+495.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.2% | +14.6% | +11.1% |
| 7D | +13.0% | -9.1% | +22.1% | -6.5% |
| 30D | +27.3% | -10.2% | +37.5% | +2.1% |
| 3M | -55.3% | +0.5% | -55.8% | -48.4% |
| 6M | +11.6% | -4.8% | +16.4% | +26.5% |
| YTD | +158.5% | -8.0% | +166.5% | +179.7% |
| 1Y | +482.2% | -13.1% | +495.2% | +513.0% |
| All | +482.2% | -13.5% | +495.7% | +513.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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