+29.3%
KORU vs APH
+1,947.2%
-1,917.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +0.9% | +12.6% | +12.1% |
| 7D | +13.0% | +5.0% | +8.0% | +4.0% |
| 30D | +27.3% | -3.9% | +31.2% | +37.3% |
| 3M | -55.3% | +13.0% | -68.3% | -55.5% |
| 6M | +11.6% | +25.2% | -13.5% | -6.0% |
| YTD | +158.5% | +22.9% | +135.6% | +115.2% |
| 1Y | +482.2% | +47.8% | +434.3% | +264.8% |
| 3Y | +471.9% | +283.0% | +188.9% | -27.6% |
| 5Y | +41.1% | +349.7% | -308.5% | -85.2% |
| 10Y | +80.2% | +1,061.2% | -981.0% | -94.0% |
| All | +29.3% | +1,947.2% | -1,917.9% | -97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling