-78.7%
KORU vs APD
+5.0%
-83.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.3% | -5.2% | -4.8% |
| 7D | +24.3% | +2.2% | +22.2% | +25.1% |
| 30D | -44.8% | +9.4% | -54.3% | -41.2% |
| 3M | -60.0% | +4.7% | -64.7% | -58.6% |
| 6M | -78.7% | +5.5% | -84.2% | -76.6% |
| All | -78.7% | +5.0% | -83.7% | -76.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling