+82.8%
KORU vs BITO
-8.3%
+91.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +9.0% | +9.0% |
| 7D | -1.7% | -3.4% | +1.7% | +0.3% |
| 30D | +13.5% | +21.4% | -7.9% | +1.7% |
| 3M | -45.2% | +20.5% | -65.7% | -49.7% |
| 6M | +17.1% | +7.4% | +9.7% | +19.5% |
| YTD | +154.1% | -13.9% | +168.0% | +186.0% |
| 1Y | +375.7% | -35.1% | +410.7% | +508.1% |
| 3Y | +474.0% | +156.8% | +317.2% | +270.2% |
| All | +82.8% | -8.3% | +91.1% | +60.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling