+482.2%
KORU vs APO
+1.9%
+480.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.6% | +14.0% | +13.8% |
| 7D | +13.0% | -1.0% | +14.0% | +13.8% |
| 30D | +27.3% | +3.5% | +23.8% | +23.9% |
| 3M | -55.3% | +4.5% | -59.8% | -55.9% |
| 6M | +11.6% | +22.8% | -11.2% | +4.6% |
| YTD | +158.5% | -6.5% | +165.0% | +159.9% |
| 1Y | +482.2% | +0.8% | +481.3% | +488.3% |
| All | +482.2% | +1.9% | +480.3% | +488.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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