-82.8%
KORU vs IBB
+23.6%
-106.4%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.4% | -5.0% | -4.4% |
| 7D | +11.1% | -0.5% | +11.7% | +13.5% |
| 30D | -40.6% | +4.6% | -45.2% | -40.8% |
| 3M | -63.9% | +6.8% | -70.7% | -67.4% |
| 6M | -82.8% | +23.1% | -105.9% | -90.4% |
| All | -82.8% | +23.6% | -106.4% | -90.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling