-35.4%
KORU vs APH
+313.0%
-348.3%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.3% | +8.2% | +3.1% | -1.7% |
| 7D | -25.8% | +1.1% | -26.9% | -23.0% |
| 30D | -56.9% | -7.5% | -49.4% | -47.0% |
| 3M | -55.7% | -4.4% | -51.3% | -46.0% |
| 6M | -83.7% | +26.5% | -110.1% | -84.2% |
| YTD | -15.3% | +20.0% | -35.3% | -15.4% |
| 1Y | +3.4% | +16.9% | -13.5% | +6.9% |
| 3Y | +133.8% | +288.5% | -154.7% | -64.6% |
| 5Y | -35.4% | +310.3% | -345.7% | -91.0% |
| All | -35.4% | +313.0% | -348.3% | -91.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling