+533.6%
KORU vs IBIT
+61.9%
+471.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | -2.4% | +15.9% | +15.1% |
| 7D | +13.0% | +3.0% | +10.0% | +10.4% |
| 30D | +27.3% | +23.1% | +4.2% | +9.2% |
| 3M | -55.3% | +25.6% | -80.9% | -60.1% |
| 6M | +11.6% | +9.1% | +2.5% | +11.5% |
| YTD | +158.5% | -8.9% | +167.4% | +180.6% |
| 1Y | +482.2% | -27.5% | +509.6% | +606.3% |
| All | +533.6% | +61.9% | +471.8% | +420.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling