+29.3%
KORU vs IBB
+304.9%
-275.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -0.9% | +14.3% | +14.6% |
| 7D | +13.0% | +1.4% | +11.6% | +10.7% |
| 30D | +27.3% | +10.5% | +16.8% | +11.0% |
| 3M | -55.3% | +23.6% | -78.9% | -65.5% |
| 6M | +11.6% | +22.6% | -11.0% | -9.4% |
| YTD | +158.5% | +25.7% | +132.9% | +106.0% |
| 1Y | +482.2% | +51.4% | +430.8% | +270.0% |
| 3Y | +471.9% | +64.4% | +407.5% | +242.7% |
| 5Y | +41.1% | +22.1% | +19.0% | +25.3% |
| 10Y | +80.2% | +132.5% | -52.3% | -1.5% |
| All | +29.3% | +304.9% | -275.5% | -47.5% |
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