+29.3%
KORU vs APA
-23.2%
+52.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -3.2% | +16.6% | +14.7% |
| 7D | +13.0% | +0.5% | +12.5% | +12.4% |
| 30D | +27.3% | +23.4% | +3.9% | +15.0% |
| 3M | -55.3% | +12.7% | -68.0% | -58.7% |
| 6M | +11.6% | +39.4% | -27.8% | -12.5% |
| YTD | +158.5% | +79.0% | +79.6% | +79.2% |
| 1Y | +482.2% | +88.8% | +393.3% | +288.0% |
| 3Y | +471.9% | +6.4% | +465.5% | +368.4% |
| 5Y | +41.1% | +153.0% | -111.8% | -26.1% |
| 10Y | +80.2% | +7.5% | +72.6% | -6.9% |
| All | +29.3% | -23.2% | +52.5% | -24.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling