-60.3%
KORU vs IBB
+314.9%
-375.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -1.1% | -5.2% | -4.8% |
| 7D | -34.5% | +0.8% | -35.3% | -32.9% |
| 30D | -59.6% | +5.2% | -64.8% | -60.7% |
| 3M | -56.1% | +8.6% | -64.6% | -59.0% |
| 6M | -84.7% | +27.8% | -112.5% | -88.2% |
| YTD | -20.6% | +28.8% | -49.4% | -36.1% |
| 1Y | -13.9% | +36.4% | -50.3% | -35.6% |
| 3Y | +114.9% | +89.3% | +25.5% | +12.4% |
| 5Y | -36.0% | +43.3% | -79.3% | -50.8% |
| 10Y | -27.8% | +130.6% | -158.5% | -59.0% |
| All | -60.3% | +314.9% | -375.2% | -83.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling