+543.6%
KORU vs IBIT
+58.9%
+484.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.4% | +2.9% |
| 7D | +24.3% | +1.4% | +22.9% | +22.5% |
| 30D | +37.3% | +20.6% | +16.7% | +19.4% |
| 3M | -32.8% | +23.7% | -56.5% | -40.9% |
| 6M | +36.9% | +15.0% | +21.9% | +33.5% |
| YTD | +162.6% | -10.6% | +173.2% | +188.7% |
| 1Y | +467.0% | -30.3% | +497.3% | +603.7% |
| All | +543.6% | +58.9% | +484.8% | +435.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling