+57.9%
KORU vs APH
+351.1%
-293.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +3.4% |
| 7D | +24.3% | +0.2% | +24.1% | +23.7% |
| 30D | +37.3% | -3.3% | +40.7% | +46.3% |
| 3M | -32.8% | +14.0% | -46.8% | -36.4% |
| 6M | +36.9% | +24.4% | +12.5% | +21.6% |
| YTD | +162.6% | +21.4% | +141.2% | +129.5% |
| 1Y | +467.0% | +48.9% | +418.1% | +275.6% |
| 3Y | +522.4% | +290.1% | +232.3% | -14.8% |
| 5Y | +57.9% | +352.8% | -294.9% | -82.9% |
| All | +57.9% | +351.1% | -293.2% | -82.9% |
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 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