+33.3%
KORU vs AON
+467.6%
-434.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.0% | +4.3% |
| 7D | +20.1% | -7.9% | +28.0% | +27.7% |
| 30D | +47.5% | -14.6% | +62.1% | +64.9% |
| 3M | -30.1% | -7.9% | -22.2% | -32.9% |
| 6M | +20.1% | -8.0% | +28.1% | +9.2% |
| YTD | +166.6% | -13.2% | +179.8% | +149.5% |
| 1Y | +458.9% | -16.4% | +475.4% | +429.7% |
| 3Y | +531.8% | -6.7% | +538.4% | +396.5% |
| 5Y | +67.7% | +8.0% | +59.7% | +7.9% |
| 10Y | +91.6% | +205.6% | -114.1% | -65.9% |
| All | +33.3% | +467.6% | -434.3% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling