-13.9%
KORU vs APH
+14.0%
-27.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.9% | -5.3% | -4.5% |
| 7D | -34.5% | -5.0% | -29.5% | -24.0% |
| 30D | -59.6% | -8.4% | -51.3% | -48.6% |
| 3M | -56.1% | -4.5% | -51.6% | -45.5% |
| 6M | -84.7% | +25.3% | -110.0% | -83.8% |
| YTD | -20.6% | +18.9% | -39.5% | -19.8% |
| 1Y | -13.9% | +11.9% | -25.8% | -9.1% |
| All | -13.9% | +14.0% | -27.9% | -9.1% |
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