+553.4%
KORU vs IBIT
+58.5%
+494.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.7% |
| 7D | +20.1% | +1.1% | +19.0% | +18.7% |
| 30D | +47.5% | +22.2% | +25.2% | +27.0% |
| 3M | -30.1% | +26.0% | -56.1% | -39.2% |
| 6M | +20.1% | +13.2% | +6.9% | +18.0% |
| YTD | +166.6% | -10.8% | +177.4% | +193.6% |
| 1Y | +458.9% | -29.9% | +488.9% | +592.4% |
| All | +553.4% | +58.5% | +494.8% | +444.4% |
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