+471.5%
KORU vs IBIT
+56.3%
+415.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -1.4% | -11.1% | -11.5% |
| 7D | +2.3% | -5.8% | +8.1% | +6.6% |
| 30D | +20.0% | +21.5% | -1.5% | +3.9% |
| 3M | -32.7% | +24.5% | -57.2% | -41.0% |
| 6M | +13.3% | +10.0% | +3.3% | +13.5% |
| YTD | +133.2% | -12.0% | +145.2% | +159.7% |
| 1Y | +357.3% | -32.3% | +389.6% | +478.0% |
| All | +471.5% | +56.3% | +415.2% | +381.6% |
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