+357.3%
KORU vs APD
+5.6%
+351.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.5% | -12.0% | -12.8% |
| 7D | +2.3% | -3.5% | +5.8% | +0.6% |
| 30D | +20.0% | -5.1% | +25.1% | +17.6% |
| 3M | -32.7% | +6.9% | -39.6% | -31.5% |
| 6M | +13.3% | +8.1% | +5.3% | +18.1% |
| YTD | +133.2% | +21.2% | +112.0% | +151.5% |
| 1Y | +357.3% | +4.9% | +352.4% | +451.1% |
| All | +357.3% | +5.6% | +351.7% | +451.1% |
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