-36.2%
IONQ vs KORU
-6.3%
-29.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +11.3% | -2.9% | +5.7% |
| 7D | +25.5% | -25.8% | +51.3% | +32.4% |
| 30D | -11.4% | -56.9% | +45.5% | +4.2% |
| 3M | -20.5% | -55.7% | +35.2% | -10.0% |
| 6M | -28.2% | -83.7% | +55.4% | -12.1% |
| YTD | -21.2% | -15.3% | -6.0% | -38.5% |
| All | -36.2% | -6.3% | -29.9% | -51.3% |
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