-25.1%
KORU vs IBKR
+2.6%
-27.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -37.4% | -6.6% | -30.8% | -22.0% |
| 7D | -48.7% | -11.1% | -37.6% | -28.1% |
| 30D | -68.9% | -19.7% | -49.2% | -44.4% |
| 3M | -64.6% | -18.0% | -46.6% | -39.3% |
| 6M | -82.2% | -13.2% | -69.0% | -69.0% |
| YTD | -28.1% | +13.4% | -41.5% | -14.0% |
| 1Y | -25.1% | +2.0% | -27.1% | -1.4% |
| All | -25.1% | +2.6% | -27.7% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 1y: compounded portfolio wealth divided by compounded IBKR 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…
1y analysis · Full analysis span regression · 6 months rolling