+31.4%
KORU vs APO
+968.3%
-936.9%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.8% |
| 7D | +24.3% | +0.1% | +24.2% | +24.1% |
| 30D | +37.3% | +3.9% | +33.5% | +31.5% |
| 3M | -32.8% | +3.8% | -36.6% | -34.6% |
| 6M | +36.9% | +22.3% | +14.6% | +15.9% |
| YTD | +162.6% | -7.8% | +170.4% | +176.9% |
| 1Y | +467.0% | -0.3% | +467.4% | +445.0% |
| 3Y | +522.4% | +57.1% | +465.2% | +272.8% |
| 5Y | +57.9% | +137.0% | -79.1% | -33.9% |
| 10Y | +70.8% | +946.8% | -876.1% | -75.5% |
| All | +31.4% | +968.3% | -936.9% | -82.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling