-20.7%
KORU vs APA
+8.7%
-29.4%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +1.6% | -7.1% | -6.1% |
| 7D | +11.1% | +8.5% | +2.6% | +7.7% |
| 30D | -40.6% | +2.8% | -43.4% | -41.3% |
| 3M | -63.9% | +21.7% | -85.6% | -67.1% |
| 6M | -82.8% | +32.6% | -115.4% | -85.4% |
| YTD | -15.4% | +103.7% | -119.1% | -44.3% |
| 1Y | -3.3% | +101.8% | -105.1% | -36.1% |
| 3Y | +136.2% | +48.1% | +88.1% | +67.7% |
| 5Y | -36.7% | +91.9% | -128.6% | -61.6% |
| All | -20.7% | +8.7% | -29.4% | -60.9% |
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