-44.7%
IONQ vs KORU
+20.3%
-65.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.3% | +3.8% | -0.4% |
| 7D | -8.9% | -24.3% | +15.4% | -3.5% |
| 30D | -31.3% | -54.2% | +23.0% | -19.8% |
| 3M | -29.2% | -45.4% | +16.3% | -22.7% |
| 6M | -35.4% | -66.5% | +31.0% | -31.5% |
| YTD | -34.2% | +14.9% | -49.1% | -43.0% |
| 1Y | -44.7% | +22.5% | -67.2% | -51.5% |
| All | -44.7% | +20.3% | -65.0% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 1y: compounded portfolio wealth divided by compounded KORU 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…
1y analysis · Full analysis span regression · 6 months rolling