+502.1%
KORU vs APA
+12.6%
+489.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.0% | -1.5% | +1.4% |
| 7D | +20.1% | +0.3% | +19.8% | +20.1% |
| 30D | +47.5% | +9.3% | +38.2% | +46.7% |
| 3M | -30.1% | +23.3% | -53.4% | -31.4% |
| 6M | +20.1% | +39.5% | -19.4% | +7.8% |
| YTD | +166.6% | +87.6% | +79.0% | +111.8% |
| 1Y | +458.9% | +114.2% | +344.7% | +318.2% |
| All | +502.1% | +12.6% | +489.5% | +388.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling