-3.3%
KORU vs IBB
+29.7%
-32.9%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.3% |
| 7D | +11.1% | -0.5% | +11.7% | +13.6% |
| 30D | -40.6% | +4.6% | -45.2% | -42.2% |
| 3M | -63.9% | +6.8% | -70.7% | -67.9% |
| 6M | -82.8% | +23.1% | -105.9% | -89.7% |
| YTD | -15.4% | +26.0% | -41.4% | -47.6% |
| 1Y | -3.3% | +30.4% | -33.6% | -41.7% |
| All | -3.3% | +29.7% | -32.9% | -41.7% |
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