+107.3%
KORU vs IBIT
+39.4%
+68.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -3.5% | -1.9% | -2.7% |
| 7D | +11.1% | -9.2% | +20.3% | +19.9% |
| 30D | -40.6% | -15.8% | -24.8% | -30.1% |
| 3M | -63.9% | +8.5% | -72.4% | -64.7% |
| 6M | -82.8% | -13.7% | -69.1% | -79.6% |
| YTD | -15.4% | -21.6% | +6.2% | +6.5% |
| 1Y | -3.3% | -30.0% | +26.7% | +28.2% |
| All | +107.3% | +39.4% | +68.0% | +97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 10y: compounded portfolio wealth divided by compounded IBIT 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…
10y analysis · Full analysis span regression · 6 months rolling