+450.6%
KORU vs APH
+48.5%
+402.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +3.6% |
| 7D | +24.3% | +0.2% | +24.1% | +23.7% |
| 30D | +37.3% | -3.3% | +40.7% | +47.3% |
| 3M | -32.8% | +14.0% | -46.8% | -35.2% |
| 6M | +36.9% | +24.4% | +12.5% | +24.9% |
| YTD | +162.6% | +21.4% | +141.2% | +120.3% |
| All | +450.6% | +48.5% | +402.2% | +318.9% |
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