+482.2%
KORU vs APA
+94.6%
+387.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.2% | +16.6% | +11.5% |
| 7D | +13.0% | +0.5% | +12.5% | +13.7% |
| 30D | +27.3% | +23.4% | +3.9% | +46.1% |
| 3M | -55.3% | +12.7% | -68.0% | -49.9% |
| 6M | +11.6% | +39.4% | -27.8% | +18.0% |
| YTD | +158.5% | +79.0% | +79.6% | +153.3% |
| 1Y | +482.2% | +88.8% | +393.3% | +473.5% |
| All | +482.2% | +94.6% | +387.5% | +473.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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