+482.2%
KORU vs BITO
-30.5%
+512.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.5% | +15.9% | +16.5% |
| 7D | +13.0% | +2.9% | +10.1% | +8.3% |
| 30D | +27.3% | +22.6% | +4.7% | -4.2% |
| 3M | -55.3% | +24.7% | -79.9% | -64.0% |
| 6M | +11.6% | +7.5% | +4.1% | +9.6% |
| YTD | +158.5% | -10.8% | +169.3% | +190.0% |
| 1Y | +482.2% | -29.9% | +512.1% | +735.9% |
| All | +482.2% | -30.5% | +512.7% | +735.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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