+82.9%
KORU vs APTV
-16.1%
+99.0%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.3% | +9.3% | +9.3% |
| 7D | -1.7% | -5.0% | +3.3% | +2.2% |
| 30D | +13.5% | -6.1% | +19.6% | +19.9% |
| 3M | -45.2% | -33.0% | -12.2% | -23.1% |
| 6M | +17.1% | -35.2% | +52.4% | +76.2% |
| YTD | +154.1% | -40.1% | +194.3% | +307.4% |
| 1Y | +375.7% | -45.6% | +421.3% | +734.4% |
| 3Y | +474.0% | -54.4% | +528.4% | +1,006.4% |
| 5Y | +60.4% | -68.9% | +129.3% | +354.1% |
| All | +82.9% | -16.1% | +99.0% | +173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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