-1.3%
IONQ vs KORU
+473.6%
-474.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +2.1% |
| 7D | +7.1% | +24.3% | -17.2% | +1.8% |
| 30D | -8.9% | +37.3% | -46.2% | -16.1% |
| 3M | -35.6% | -32.8% | -2.8% | -36.8% |
| 6M | +13.3% | +36.9% | -23.6% | -11.5% |
| YTD | -9.8% | +162.6% | -172.4% | -40.6% |
| 1Y | -1.3% | +467.0% | -468.3% | -52.3% |
| All | -1.3% | +473.6% | -474.9% | -52.3% |
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