+47.2%
KORU vs APO
+128.1%
-80.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.3% | -10.2% | -10.4% |
| 7D | +2.3% | -4.9% | +7.2% | +7.1% |
| 30D | +20.0% | -8.4% | +28.4% | +29.2% |
| 3M | -32.7% | -2.1% | -30.7% | -30.8% |
| 6M | +13.3% | +19.2% | -5.9% | -1.2% |
| YTD | +133.2% | -10.5% | +143.7% | +153.9% |
| 1Y | +357.3% | -2.7% | +360.0% | +351.2% |
| 3Y | +452.7% | +52.5% | +400.2% | +215.8% |
| 5Y | +47.2% | +132.1% | -84.9% | -45.2% |
| All | +47.2% | +128.1% | -80.9% | -45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling