+82.9%
KORU vs APO
+945.2%
-862.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.8% | +8.1% | +8.2% |
| 7D | -1.7% | -3.5% | +1.8% | +1.9% |
| 30D | +13.5% | -6.6% | +20.1% | +20.7% |
| 3M | -45.2% | -3.3% | -41.9% | -43.1% |
| 6M | +17.1% | +22.6% | -5.5% | -1.6% |
| YTD | +154.1% | -9.8% | +163.9% | +174.6% |
| 1Y | +375.7% | -3.9% | +379.5% | +372.2% |
| 3Y | +474.0% | +52.5% | +421.6% | +236.3% |
| 5Y | +60.4% | +134.0% | -73.6% | -38.3% |
| All | +82.9% | +945.2% | -862.3% | -73.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling