+29.3%
KORU vs APD
+422.6%
-393.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -1.0% | +14.4% | +14.5% |
| 7D | +13.0% | -2.2% | +15.2% | +15.7% |
| 30D | +27.3% | +2.1% | +25.2% | +22.6% |
| 3M | -55.3% | +7.2% | -62.5% | -60.5% |
| 6M | +11.6% | +11.2% | +0.4% | -7.7% |
| YTD | +158.5% | +24.4% | +134.2% | +85.6% |
| 1Y | +482.2% | +6.7% | +475.5% | +375.7% |
| 3Y | +471.9% | +9.2% | +462.7% | +330.9% |
| 5Y | +41.1% | +27.4% | +13.8% | -12.1% |
| 10Y | +80.2% | +164.8% | -84.6% | -50.3% |
| All | +29.3% | +422.6% | -393.2% | -80.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling