+33.3%
KORU vs APTV
+35.4%
-2.1%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.7% | +4.2% | +4.0% |
| 7D | +20.1% | -1.2% | +21.3% | +21.3% |
| 30D | +47.5% | -10.6% | +58.1% | +63.3% |
| 3M | -30.1% | -35.0% | +4.9% | +2.7% |
| 6M | +20.1% | -38.9% | +59.0% | +91.7% |
| YTD | +166.6% | -41.5% | +208.1% | +339.4% |
| 1Y | +458.9% | -45.8% | +504.8% | +890.6% |
| 3Y | +531.8% | -55.7% | +587.5% | +1,158.6% |
| 5Y | +67.7% | -70.1% | +137.8% | +395.9% |
| 10Y | +91.6% | -19.1% | +110.6% | +129.7% |
| All | +33.3% | +35.4% | -2.1% | +17.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling