+67.9%
KORU vs APA
-2.8%
+70.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.7% | -11.8% | -12.2% |
| 7D | +2.3% | +0.8% | +1.5% | +1.9% |
| 30D | +20.0% | +9.6% | +10.4% | +15.0% |
| 3M | -32.7% | +18.0% | -50.7% | -39.5% |
| 6M | +13.3% | +41.9% | -28.5% | -10.7% |
| YTD | +133.2% | +86.3% | +46.9% | +60.5% |
| 1Y | +357.3% | +97.9% | +259.4% | +202.2% |
| 3Y | +452.7% | +12.8% | +439.9% | +344.4% |
| 5Y | +47.2% | +177.2% | -130.0% | -24.6% |
| All | +67.9% | -2.8% | +70.7% | -12.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling