+22.5%
KORU vs APH
+16.5%
+6.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.2% | +0.9% | +5.4% |
| 7D | -24.3% | -2.4% | -21.9% | -21.0% |
| 30D | -54.2% | -9.5% | -44.7% | -43.9% |
| 3M | -45.4% | -7.6% | -37.8% | -32.8% |
| 6M | -66.5% | +12.4% | -78.8% | -62.9% |
| YTD | +14.9% | +17.5% | -2.6% | +9.5% |
| 1Y | +22.5% | +16.4% | +6.1% | +17.6% |
| All | +22.5% | +16.5% | +6.1% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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