+474.0%
KORU vs AON
-7.5%
+481.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.7% | +10.6% | +7.9% |
| 7D | -1.7% | -6.3% | +4.6% | -5.4% |
| 30D | +13.5% | -14.1% | +27.6% | +4.0% |
| 3M | -45.2% | -9.5% | -35.7% | -46.8% |
| 6M | +17.1% | -4.0% | +21.1% | +14.6% |
| YTD | +154.1% | -13.8% | +167.9% | +152.0% |
| 1Y | +375.7% | -18.3% | +394.0% | +380.8% |
| 3Y | +474.0% | -7.2% | +481.2% | +466.9% |
| All | +474.0% | -7.5% | +481.5% | +466.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling