+502.1%
KORU vs APO
+54.4%
+447.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.0% |
| 7D | +20.1% | -1.0% | +21.1% | +20.9% |
| 30D | +47.5% | -0.4% | +47.8% | +47.1% |
| 3M | -30.1% | -0.9% | -29.2% | -29.0% |
| 6M | +20.1% | +22.1% | -2.0% | +6.3% |
| YTD | +166.6% | -8.4% | +175.0% | +182.1% |
| 1Y | +458.9% | -0.9% | +459.9% | +450.7% |
| All | +502.1% | +54.4% | +447.7% | +274.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling