-27.8%
KORU vs APH
+938.3%
-966.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.9% | -5.3% | -4.7% |
| 7D | -34.5% | -5.0% | -29.5% | -24.5% |
| 30D | -59.6% | -8.4% | -51.3% | -48.9% |
| 3M | -56.1% | -4.5% | -51.6% | -45.9% |
| 6M | -84.7% | +25.3% | -110.0% | -85.6% |
| YTD | -20.6% | +18.9% | -39.5% | -22.4% |
| 1Y | -13.9% | +11.9% | -25.8% | -8.1% |
| 3Y | +114.9% | +278.0% | -163.1% | -73.2% |
| 5Y | -36.0% | +306.4% | -342.4% | -92.5% |
| 10Y | -27.8% | +955.2% | -983.0% | -97.4% |
| All | -27.8% | +938.3% | -966.1% | -97.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling