+522.4%
KORU vs APD
+10.0%
+512.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.1% |
| 7D | +24.3% | -2.5% | +26.8% | +25.5% |
| 30D | +37.3% | -1.9% | +39.2% | +37.7% |
| 3M | -32.8% | +8.2% | -41.0% | -36.6% |
| 6M | +36.9% | +10.7% | +26.2% | +26.4% |
| YTD | +162.6% | +22.9% | +139.7% | +126.1% |
| 1Y | +467.0% | +5.8% | +461.2% | +436.1% |
| 3Y | +522.4% | +7.8% | +514.6% | +509.1% |
| All | +522.4% | +10.0% | +512.4% | +509.1% |
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 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