+22.5%
KORU vs APO
-5.6%
+28.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +8.1% | -13.4% | -10.3% |
| 7D | -24.3% | +8.2% | -32.5% | -28.8% |
| 30D | -54.2% | +6.4% | -60.6% | -56.4% |
| 3M | -45.4% | -7.4% | -38.0% | -42.5% |
| 6M | -66.5% | -4.2% | -62.3% | -64.8% |
| YTD | +14.9% | -14.1% | +29.0% | +26.8% |
| 1Y | +22.5% | -4.4% | +26.9% | +26.2% |
| All | +22.5% | -5.6% | +28.2% | +26.2% |
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