+329.1%
APP vs KORU
+66.4%
+262.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.5% |
| 7D | -4.4% | +20.1% | -24.5% | -8.0% |
| 30D | -10.0% | +47.5% | -57.5% | -18.6% |
| 3M | -41.4% | -30.1% | -11.4% | -44.3% |
| 6M | -41.0% | +20.1% | -61.2% | -60.2% |
| YTD | -54.7% | +166.6% | -221.3% | -78.5% |
| 1Y | -45.3% | +458.9% | -504.3% | -81.1% |
| 3Y | +624.3% | +531.8% | +92.5% | +105.0% |
| 5Y | +329.1% | +67.7% | +261.4% | +94.3% |
| All | +329.1% | +66.4% | +262.7% | +94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling