+482.2%
KORU vs APD
+6.0%
+476.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +13.0% |
| 7D | +13.0% | -2.2% | +15.2% | +11.8% |
| 30D | +27.3% | +2.1% | +25.2% | +28.7% |
| 3M | -55.3% | +7.2% | -62.5% | -54.2% |
| 6M | +11.6% | +11.2% | +0.4% | +17.9% |
| YTD | +158.5% | +24.4% | +134.2% | +182.4% |
| 1Y | +482.2% | +6.7% | +475.5% | +621.2% |
| All | +482.2% | +6.0% | +476.1% | +621.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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