+91.6%
KORU vs APH
+1,046.4%
-954.8%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +2.3% |
| 7D | +20.1% | +1.6% | +18.5% | +17.0% |
| 30D | +47.5% | -3.0% | +50.5% | +56.7% |
| 3M | -30.1% | +5.7% | -35.8% | -26.2% |
| 6M | +20.1% | +20.0% | +0.2% | +8.0% |
| YTD | +166.6% | +20.8% | +145.8% | +124.9% |
| 1Y | +458.9% | +40.2% | +418.7% | +272.4% |
| 3Y | +531.8% | +288.1% | +243.7% | -32.9% |
| 5Y | +67.7% | +352.5% | -284.8% | -85.6% |
| 10Y | +91.6% | +1,062.4% | -970.9% | -95.7% |
| All | +91.6% | +1,046.4% | -954.8% | -95.7% |
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