+515.7%
KORU vs APH
+289.3%
+226.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.9% | +12.6% | +12.2% |
| 7D | +13.0% | +5.0% | +8.0% | +4.9% |
| 30D | +27.3% | -3.9% | +31.2% | +36.5% |
| 3M | -55.3% | +13.0% | -68.3% | -54.9% |
| 6M | +11.6% | +25.2% | -13.5% | -0.1% |
| YTD | +158.5% | +22.9% | +135.6% | +128.7% |
| 1Y | +482.2% | +47.8% | +434.3% | +320.3% |
| All | +515.7% | +289.3% | +226.5% | -5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling