+482.2%
KORU vs APH
-25.2%
+507.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -47.8% | +59.8% | +42.7% |
| 7D | +9.6% | -48.7% | +58.3% | +43.8% |
| 30D | +27.3% | -51.9% | +79.2% | +89.6% |
| 3M | -55.3% | -43.6% | -11.7% | -37.6% |
| 6M | +11.6% | -37.5% | +49.1% | +37.9% |
| YTD | +158.5% | -38.6% | +197.2% | +198.6% |
| 1Y | +482.2% | -26.3% | +508.5% | +523.8% |
| All | +482.2% | -25.2% | +507.4% | +523.8% |
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