+119.2%
KORU vs IBIT
+44.5%
+74.8%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.5% | -0.5% | -1.5% |
| 7D | +24.3% | -6.2% | +30.6% | +30.7% |
| 30D | -44.8% | -14.4% | -30.5% | -35.9% |
| 3M | -60.0% | +12.5% | -72.5% | -62.0% |
| 6M | -78.7% | -11.9% | -66.8% | -75.2% |
| YTD | -10.6% | -18.7% | +8.2% | +9.5% |
| 1Y | -3.8% | -29.9% | +26.1% | +26.2% |
| All | +119.2% | +44.5% | +74.8% | +103.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling