+121.7%
KORU vs APD
+28.0%
+93.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.6% | -6.4% |
| 7D | -34.5% | -0.2% | -34.3% | -34.0% |
| 30D | -59.6% | +11.0% | -70.6% | -61.1% |
| 3M | -56.1% | +2.0% | -58.0% | -56.4% |
| 6M | -84.7% | +7.1% | -91.7% | -85.3% |
| YTD | -20.6% | +29.8% | -50.3% | -32.4% |
| 1Y | -13.9% | +24.0% | -37.9% | -25.4% |
| All | +121.7% | +28.0% | +93.7% | +101.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling