-35.9%
APP vs KORU
+487.7%
-523.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +13.4% | -11.2% | +1.2% |
| 7D | +0.9% | +13.0% | -12.1% | -0.1% |
| 30D | -23.3% | +27.3% | -50.6% | -25.0% |
| 3M | -42.6% | -55.3% | +12.6% | -42.3% |
| 6M | -33.6% | +11.6% | -45.2% | -43.0% |
| YTD | -52.4% | +158.5% | -211.0% | -64.0% |
| 1Y | -35.9% | +482.2% | -518.0% | -52.3% |
| All | -35.9% | +487.7% | -523.6% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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