+458.9%
KORU vs IBB
+44.4%
+414.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +3.5% |
| 7D | +20.1% | -3.9% | +24.0% | +30.5% |
| 30D | +47.5% | +2.7% | +44.7% | +33.9% |
| 3M | -30.1% | +21.4% | -51.4% | -59.5% |
| 6M | +20.1% | +20.1% | +0.1% | -24.0% |
| YTD | +166.6% | +21.9% | +144.7% | +70.1% |
| 1Y | +458.9% | +44.1% | +414.8% | +187.2% |
| All | +458.9% | +44.4% | +414.6% | +187.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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